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.

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Trade brinkmanship – a risky game

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

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

Add Italy to the list of headline risk

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%

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...

Goodbye cheap oil

by: ; Robert Serenbetz
The price of oil has hit $71 a barrel - a three year high - driven mainly by global economic growth and the underinvestment in capacity from years prior. Oil prices are in a...

Strong Job Growth – It’s the “Summer of ’69” Again

by: ; Amit Soni, CFA
The labor market continues to strengthen. After 91 straight months of job creation, the longest stretch of...

Unemployment Below 4%

April was a decent month for job markets, with a job growth of 164,000. While this was below expectations, March numbers were...

Evidence of Economic Momentum

Gross domestic product (GDP) growth was largely in line with expectations in the first quarter, with a 2.3% growth pace. That is slightly slower than Q4 2017, in which...