Market Matters from New York Life Investments

New York Life Investments
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Market Matters from New York Life Investments Podcast

Host Lauren Goodwin 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 Investments.

  1. 4 HR AGO

    Neutral or bust! (September 23, 2024)

    The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

    14 min

  2. 6 DAYS AGO

    Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024)

    The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.

    23 min

  3. 9 SEPT

    Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024)

    Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NYL Real Estate join host Lauren Goodwin to assess that turning point and how to manage it.

    29 min

  4. 2 SEPT

    Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024)

    Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset class are most attractive, and how best to capture that potential.

    28 min

  5. 26 AUG

    Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)

    Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas.

    32 min

  6. 19 AUG

    Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)

    Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.

    24 min

  7. 12 AUG

    Private markets series: our capital markets outlook (August 12, 2024)

    Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes sharing our view both from the macroeconomic perspective and from the on-the-ground perspective of our private markets investment teams.

    17 min

  8. 5 AUG

    Medal worthy? Q2 earnings season (August 5, 2024)

    Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines.

    10 min
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About

Host Lauren Goodwin 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 Investments.

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