Episodes
323
Latest episode
Oct 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.
Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liquidity management across their portfolios.
Global markets are adjusting to a tighter rates environment, but resilient growth and corporate fundamentals continue to support risk assets. In this episode of Market Matters, Julia Hermann and Sarah Hirsch break down what’s driving the rise in long-term yields, why rates could remain elevated even after central banks stop hiking, and what the changing backdrop means for portfolio positioning.
A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving risks across markets.
The 2026 midterms could reshape Washington, but the market implications extend beyond the ballot box. Julia Hermann, Sarah Hirsch, and Michael LoGalbo discuss fiscal pressure, AI investment, geopolitical fragmentation, and what these themes could mean for investors beyond November.
Private markets remain resilient, but the path to outperformance is narrowing. Julia Hermann and Sarah Hirsch discuss the latest Private Markets Outlook and why selectivity, liquidity, and structural demand matter for investors.
Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets. Julia Hermann and Michael LoGalbo discuss the forces shaping the team’s outlook, the risks investors should be watching, and why today’s environment calls for a more selective approach.
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on June 2, 2026, this episode explores how tokenization could reshape financial market infrastructure, from ownership and settlement to liquidity and investor access. The market is still evolving, but the core opportunities and risks remain highly relevant.
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.
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