Authors > Robert Serenbetz

Robert Serenbetz

Portfolio Strategist, MainStay Investments

Robert Serenbetz is the Portfolio Strategist for the Strategic Asset Allocation & Solutions Group (SAS). He contributes to investment thought leadership and communication efforts across New York Life Investment Management. He is responsible for investment strategy, portfolio construction, and capital markets research.

Prior to joining New York Life, Robert served at Credit Suisse Securities (USA) LLC (“CSSU”) where he worked for the CIO Americas team in the Private Bank. Robert received a B.A. in Economics and International Relations from Hobart and William Smith Colleges, where he was also inducted into Omicron Delta Epsilon (Economic Honors Society).

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Earnings to push the S&P higher

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Heading into the peak weeks of the second quarter, earnings season and the S&P 500 are challenging their January highs. Now, investors are wondering if these earnings...

Mexican election hits financial markets

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Andres Manuel Lopez Obrador (AMLO) swept the nation of Mexico in a landslide election win, with his Moreno party taking not only the...

Everything to know about the market in 8 charts

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The second quarter gross domestic product (GDP) print is likely to be the strongest observed in several years...

Three reasons why a pickup in M&A activity is likely

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After a favorable court ruling, Comcast launched a $65 billion bid for 21st Century Fox, thereby kicking off a bidding war eventually won by...

Keeping an eye on the “quiet” week ahead

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The Federal Reserve responded to very strong economic data by raising interest rates 25bps and lifting the median estimate for future rate levels in 2018 and 2019 very slightly...

Brexit back in the news

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While it has taken a back seat to the U.S./North Korean Summit, concerns over a global trade war and a potential eurozone crisis stemming from recent elections...

The case for higher bond yields and what to do about it

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The 10-year U.S. Treasury yield broke above the 3% level, hitting the 2013 highs during the Fed taper tantrum...

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...