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 multi-asset 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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Positive Economic News Lost in the Headlines

These mostly positive economic data points have been lost in the headlines as the North Korea situation...

Profits Continue Strong Despite Geopolitical Tensions

After a very calm market environment in the months of June and July, we are recently seeing some turbulence with...

Markets Surprisingly Stable

This year, political uncertainty and surprising economic data points have often failed to significantly roil markets. Even with a fair amount of noise and uncertainty...

Three Reasons Why Investors Should Consider Small Caps

After solid performance in the 2nd half of 2016, U.S. small caps have struggled relative to their large-cap peers...

Crude Oil: Current Price Action Creates Opportunities

After a remarkable recovery in 2016, crude oil is back in bear-market territory, as West Texas Intermediate crude...

Tug-of-War: Fed Signals vs. Market Pricing

As expected, the Fed raised the Fed Funds Rate by 25 bps at its June meeting. Committee projections...

Inflation: Too High, Too Low, or Just Right?

Citing that the job market “has continued to strengthen,” the Fed raised rates by a quarter of a point on June 14.

Post-Election Optimism Yet to Be Realized?

In the aftermath of the election, consumers, small businesses, and corporate CEOs signaled rising...