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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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...

This Earnings Season is Off to a Flying Start

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Based on the first 42 S&P 500 firms to report first quarter results, nearly every company (except Delta and CarMax) has reported profit growth...

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...

Trouble on the Street

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Stock prices plunged last week amid a barrage of headline news. As a result, the S&P 500 Index fell nearly 2.5% on Thursday and another 2.1% on Friday, dropping the Index...

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...