Episodes
326
Latest episode
Nov 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.
The midterm elections have reshaped Washington, but what do the results mean for markets? In this episode of Market Matters, Julia Hermann, Michael LoGalbo, and Sarah Hirsch unpack the implications of Democratic control of Congress, growing resistance to data center development, and the evolving policy outlook.
Geopolitical competition is reshaping the global investment landscape. In this episode of Market Matters, Julia Hermann shares highlights from a recent webinar featuring Michael LoGalbo and geopolitical strategist John Sitlides of Trilogy Advisors. They explore how shifting global alliances, U.S.-China tensions, and rising geopolitical risks are influencing markets and portfolio positioning.
AI investment continues to accelerate, but the financing behind the buildout is evolving. The Global Market Strategy team explores how capital is flowing across public and private markets, the growing focus on investment returns, and what it means for positioning across equities and credit.
The Iran conflict remains unresolved, but its economic impact continues to build. In this episode of Market Matters, Julia Hermann and Michael LoGalbo examine how elevated energy costs are feeding into inflation, three potential paths for the conflict, and what the range of outcomes could mean for portfolio positioning.
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.
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
