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

Inflation Heats Up, Retail Sales Cool in January

by:
Consumer prices jumped more than expected in January, with the headline Consumer Price Index (CPI) up 0.5%...

Volatility Rises, but Fundamentals Remain Steady

by: , Amit Soni, CFA
Last week, equity markets tumbled globally, and the S&P 500 finally broke its longest stretch without a correction...

Wage Growth Finally Speeds Up

by:
Wages showed signs of life in January, up 0.3% over the month. At the same time, wage growth for December 2017 was revised from 0.3% to 0.4%. Average hourly earnings are now...

Trade Protectionism – The Wild Card of 2018

by: , Robert Serenbetz
The 10-year U.S. Treasury yield is trading at 2.6%, close to a four-year high. This reflects the strengthening economy and the potential for rising inflation, but both...

GDP Disappoints but Underlying Trends Are Solid

by:
Real gross domestic product (GDP) increased at an annual rate of 2.6% - below consensus estimates...

The U.S. Dollar Falls

by:
The value of the U.S. dollar continues to fall against its major trading partners, due to a potent concoction of politics and surprising economic growth abroad...

Shutdown: The U.S. Government Closed its Doors

by:
The Senate failed to gather the necessary consensus on budget appropriations to keep the government open. What does that mean?

Full-Throttle 3s

by: , Amit Soni, CFA
Markets are off to a strong start in 2018, economic data continues to be solid, and sentiment overall is very positive. Today, we would like to highlight the “full-throttle 3s”...