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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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...

Three effects of higher gas prices

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Summer is just around the corner, which means it’s time to start planning those summer vacations. But, some may want to think twice before planning that long road trip...

The Iran Deal Is Terminated

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As expected, President Donald Trump has chosen not to extend sanctions relief for Iran, withdrawing the U.S. from the Joint Comprehensive Plan of Action (JCPOA)...

No Real CAT-alyst for Sell-off

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The equity markets sold off yesterday (with the S&P 500 down -1.34% and the Dow down -1.76%), even though corporate America is well on its way to a record-breaking profit season...

What’s More Important than Profits?

by: ; Robert Serenbetz
The earnings season is underway, and it’s looking solid. Based on the first 154 S&P 500 companies to report for...