Articles from New York Life Investment Management

New York Life Investment Management (“NYLIM”), a global asset management firm with approximately $838 billion in assets under management, and Invictus Capital Partners (“Invictus”), a leading U.S. single-family residential credit investment manager with more than $20 billion in gross assets under management, today jointly announced that they have entered into a definitive agreement for NYLIM to acquire a majority ownership stake in Invictus.

New York Life Investment Management (NYLIM) today announced the publication of its private markets outlook for the second half of 2026, “Resilience in an Evolving Landscape: Growth persists as outcomes diverge.” The research finds that private markets remain supported by resilient economic fundamentals and powerful structural trends, even as elevated rates, geopolitical uncertainty and widening dispersion create a more selective investment environment.

NYLIM CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today declared three distributions of $0.1250 per common share for the months of September, October, and November 2026. The Fund’s current annualized distribution rate is 10.30% based upon the closing price of $14.57 on September 11, 2026, and 9.42% based upon the Fund’s closing NAV of $15.93 as of the same date.

NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today announced the availability of the Section 19(a) notice for August 2026. The Fund’s current annualized distribution rate is 9.97% based upon the closing price of $15.04 on August 12, 2026, and 9.06% based upon the Fund’s closing NAV of $16.56 as of the same date. The distribution schedule for the fund can be found here.

NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today announced the availability of the Section 19(a) notice for July 2026. The Fund’s current annualized distribution rate is 9.84% based upon the closing price of $15.24 on July 10, 2026, and 9.01% based upon the Fund’s closing NAV of $16.64 as of the same date. The distribution schedule for the fund can be found here.

NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today declared three distributions of $0.1250 per common share for the months of June, July, and August 2026. The Fund’s current annualized distribution rate is 9.99% based upon the closing price of $15.02 on June 10, 2026, and 8.96% based upon the Fund’s closing NAV of $16.74 as of the same date.

NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today announced the availability of the Section 19(a) notice for May 2026. The Fund’s current annualized distribution rate is 9.87% based upon the closing price of $15.20 on May 12, 2026, and 8.85% based upon the Fund’s closing NAV of $16.95 as of the same date. The distribution schedule for the fund can be found here.

New York Life Investment Management today announced the launch of the NYLI International Small-Mid Cap Equity ETF (NYSE:NISM), designed to provide investors with access to high-quality small- and mid-cap companies outside of the United States.

New York Life Investment Management today announced the launch of the NYLI Investment Grade CLO ETF (NYSE:CLOO), an actively managed exchange traded fund (ETF) designed to provide investors with access to investment grade collateralized loan obligations (CLOs) through a disciplined, research-driven approach.

New York Life Investment Management (NYLIM) today announced that Lisa Hornby will be joining the firm and will assume the role of Head of Public Fixed Income at the end of the year.

New York Life Investment Management (“NYLIM”) today announced that, effective Aug. 28, 2026, its U.S. Retail investment products will be renamed to reflect the new brand launched earlier this year.

NYLI CBRE Global Infrastructure Megatrends Term Fund (the "Fund") (NYSE: MEGI) today announced the availability of the Section 19(a) notice for April 2026. The Fund’s current annualized distribution rate is 9.84% based upon the closing price of $15.25 on April 9, 2026, and 8.71% based upon the Fund’s closing NAV of $17.23 as of the same date. The distribution schedule for the fund can be found here.

The Global Market Strategy team at New York Life Investment Management, today released their annual geopolitical risk report for 2026, “Geopolitical risk in a shifting world order,” finding that a fundamental transformation in the global system is reshaping markets and challenging how investors build portfolios.

Private markets entered 2026 on firmer footing, as deal activity rebounds and supportive financial conditions help to extend the cycle, according to New York Life Investment Management’s 2026 Private Markets Outlook, “Extending the cycle: growth and opportunity across private markets.”