Authors > Poul Kristensen, CFA

Poul Kristensen, CFA

Managing Director, Economist, and Portfolio Manager, New York Life Investment Management

Poul Kristensen, CFA is Managing Director, Economist, and Portfolio Manager with New York Life Investment Management’s Strategic Asset Allocation & Solutions (SAS) Group, which has $10B billion assets under management. He joined NYLIM in 2011 to focus on global macroeconomic trends and investment strategy and has 17 years of experience in the industry, specializing in quantitative investment strategy and asset allocation. Prior to joining NYLIM, he worked at Danske Bank Markets, where he specialized in tactical asset allocation and international macro and interest rate strategy. Before that, he was a senior strategist where he headed and coordinated tactical and strategic asset management. Poul holds a Master’s degree in economics from Aarhus University (in Denmark), and he received his Certificate in Quantitative Finance (CQF) in 2011 and is a CFA Charterholder since 2004.

Read More

Price inflation temporarily cools

by:
The consumer price index rose an expected 0.2% (excluding food and energy) in the month of October with year-over-year growth moving lower...

Goldilocks jobs

by: ; Lauren Goodwin, CFA
The labor market continues to strengthen as unemployment maintains its downward trend. Even with gradual growth in the labor force, the July jobs report reflects what we would...

Strong economic growth in the second quarter

by:
The U.S. economy showed solid growth in the second quarter, as Gross Domestic Product (GDP) was up 4.1%...

How to determine the tipping point of trade war impact

by:
We recently published a blog post covering our view on trade. Since then, the news cycle has continued down...

Trade brinkmanship – a risky game

by:
Markets are again under pressure because of escalating trade tensions, after the Trump administration raised the stakes significantly...

The (very slowly) growing reward for a hard day’s work

by:
We’ve commented previously on the peculiar breakdown in the relationship between employment levels...

Add Italy to the list of headline risk

by:
The political drama in Italy is the latest headwind for risk assets and the global economy. Italy formed a new government, consisting of two populist parties. One wishes to...

Unemployment at 3.8%

by:
U.S. job growth accelerated in May. The U.S. economy added 223,000 jobs, well above economist expectations of 190,000. Additionally, previous estimates for March and April were...