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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Headline Risk Hides the Positives

by: ; Robert Serenbetz
The long bull market in equities ran into stiff resistance in February, when the S&P 500 Index experienced its first correction in two years. Since then, volatility has...

Slow Job Growth in March after a Stellar February

by:
Employment growth disappointed in March, with a gain of only 103,000, well below the 185,000 new jobs expected...

Fed Hike, Fiscal Tailwinds, and Trade War

by: ; Amit Soni, CFA
Last week, the Fed hiked interest rates by 25 bps. This was widely expected, but the hawkish tone surprised the market...

Headwinds from the Fed Offset by Fiscal Tailwinds

by:
Today, the Federal Reserve announced a 25 basis point (bps) increase in interest rates. This marks the sixth increase in...

Tariffs and Trade Trigger Volatility

by: ; Robert Serenbetz
The announcement of a 25% tariff on imported steel, and 10% on aluminum, caused fears of a trade war, triggering volatility. Tariffs will benefit domestic producers of...

Booming Job Growth in February, But Surprisingly Slow Wage Growth

by:
The U.S. economy added 313,000 jobs in February, well above economist...

Multiple Headwinds Pushing Bond Yields Higher

by: ; Amit Soni, CFA
Since last quarter, we have seen a sharp pickup in U.S. Treasury yields. 10-year yields are up more than 80 basis points...

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%...