Episodes
315
Latest episode
Aug 2026
Language
EN-US
The Global Market Strategy team brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investment Management.
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this episode explores how the Fed is structured, why independence matters, and how risks to Fed independence could show up in markets.Some developments may have changed since recording, but the framework remains relevant.
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional policy shifts are shaping international markets, and why global exposure can complement, rather than compete with, U.S. returns.
Private equity access is expanding. On Market Matters, Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen funds, liquidity, and lower middle market opportunities.
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio diversification.
Private credit has grown meaningfully over the past 15 years, but recent headlines have raised questions about further growth. In this episode of Market Matters, Sarah Hirsch shares webinar excerpts from her conversation with Frantz Paulus of Apogem Capital on what investors should focus on as the asset class matures.
Markets are weighing easing oil-shock fears against a more hawkish Fed. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss inflation, policy expectations, and what the latest market shifts mean for portfolio positioning.
For years, some of the market’s most important companies have stayed private. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss how a new wave of mega-cap IPOs could affect benchmark exposure, passive flows, liquidity, and concentration risk.
Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical risk, higher yields, and what it means to be more selective in portfolios.
Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode of Market Matters, Julia Hermann and Sarah Hirsch speak with Tom Sy, Head of New York Life Investment Management’s Multi-Asset Solutions team, about how tokenization could reshape ownership, settlement, and investment product capabilities over time.
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