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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Goldilocks’ Year

The Goldilocks investment environment may be coming to an end. What does that mean for portfolios? Everyone knows the famous story of Goldilocks. A little girl goes for a walk...

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...

Five Potential Benefits for Small Caps

Given last year’s extremely impressive equity market returns, one would expect that small-capitalization stocks, typically high-beta “risk-on” instruments, would have risen...

Six Positives to Kick Off 2018

The global economy is a key driver of market performance. Here are six indicators that have us excited for growth, both in the U.S. and abroad in 2018...

Examining the Breakdown in Sector Correlation

2017 has recorded the second lowest volatility on record for the S&P 500. The calm at the surface, however, belies...

Capture the Trending Pickup in Global Growth

For most of the eight-year recovery from the global financial crisis, the U.S. was the primary engine of global growth...

It’s Tax-Loss Harvesting Season

The benefits of tax-loss harvesting depend on an investor’s unique circumstances, but it may help offset unavoidable taxes owed, due to...

Favoring International Flavors

Global growth has firmed, and a slew of new data last week confirmed that the expansion is both geographically broadening and gaining momentum.