Authors > Charlie Reinhard

Charlie Reinhardt

Charlie Reinhard

Chief Portfolio Strategist, MainStay Investments

As head of portfolio strategy at New York Life’s MainStay Investments, Charlie Reinhard leads investment thought leadership and portfolio construction efforts across MainStay mutual funds and IndexIQ ETFs. A frequent contributor to financial broadcast and print media outlets, Charlie’s insights appear alongside those of New York Life’s independent investment boutiques in MainStay’s Quarterly Navigator, the MainStay Market Minute, and the MainStay Market Monitor.

Prior to joining MainStay, Charlie served as managing director and deputy chief investment officer in the Global Wealth Management Division at Morgan Stanley, where his responsibilities included global investment strategy, and strategic and tactical asset allocation. Previously, he was Director of Portfolio Strategy and Associate Director of Research at Neuberger Berman.

Charlie holds an MBA in Finance from NYU’s Stern School of Business and a BS degree in Economics from Carnegie Mellon University where he graduated with high honors.

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The Many Shades of Active Share

The correlation of stock returns has declined to multi-year lows. This should be good news for active managers trying to differentiate themselves from passive indexes.

Push and Pull on Global Currencies

Concerns over escalating geopolitical tensions, doubts over U.S. fiscal stimulus, and uncertainty over political battles have pushed and pulled on global currencies.

Uptick in Inflation Presents Opportunities

Recent inflation data was lower than expected. Now, some of this reflected cell phone plans and a...

Geopolitical Tensions Weigh on Currencies

On Friday April 7th, the dollar rose to fresh three-week highs, despite a negative employment report and a U.S. missile attack on Syria. Investors and economists alike seemed...

Disentangling Cycles from Time

Deep into the expansion phase of an economic cycle, the classic pattern involves Fed tightening, yield-curve flattening, rising rates, and tightening credit spreads.

CEOs, CapEx, and Correlations

CEO confidence has risen in recent months, and that has typically led to increased capital spending when sustained and coupled with growing profits and a full order book...

Dollar Whipsaws and Wobbles

The dollar whipsawed and wobbled this week within a tight range, but did gain against most currencies. Most gains were sustained on...

Hitting Municipal Curveballs and Late-Breaking Allocation News

Ask any major league baseball player, and they’ll tell you there is both...