Market Matters from New York Life Investment Management

New York Life Investment Management
  • 5.0 (41)
  • INVESTING
  • UPDATED WEEKLY

Hosts Lauren Goodwin and Julia Hermann bring 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.

  1. 2D AGO

    Macro Pulse: the cycle extends but volatility returns (March 9, 2026)

    The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss how geopolitical regime change, AI concentration, and supportive U.S. policy are shaping the base case.

    19 min

  2. MAR 2

    There is no place like (an affordable) home (March 2, 2026)

    There’s no place like home, but for many Americans, homeownership feels further out of reach than ever. In this episode of Market Matters, Julia Hermann and Sarah Hirsch unpack why affordability feels so strained, how decades of housing policy shaped today’s system, and which proposals could move the needle from here.

    13 min

  3. FEB 17

    Thoughts from the road (February 17, 2026)

    Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.

    15 min

  4. FEB 9

    Extending the cycle: growth and opportunity across private markets (February 9, 2026)

    Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where investors may find resilience and long-term value.

    12 min

  5. FEB 2

    Searching for Black Swans in 2026 (Part 1) (February 2, 2026)

    In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, political upheaval in Eastern Europe, and a rethink of Asia’s “dollar recycling”.

    21 min

  6. JAN 26

    Two economies, one headline: the implications of a K-shaped economy (January 26, 2026)

    Headline economic data can look steady, even when real strain exists beneath the surface. On Market Matters, Julia Hermann and Michael LoGalbo break down the K-shaped economy, examining who is driving U.S. growth, how wealth effects are shaping consumption, and why market moves themselves have become a key transmission mechanism for economic strength or weakness.

    14 min

  7. JAN 20

    A full guide to Fed independence (January 20, 2026)

    Why does Federal Reserve independence matter, and how would markets respond if it weakened? On Market Matters, Julia Hermann and Sarah Hirsch break down the Fed’s mandate, its structure, and the early market signals investors would likely see if independence risks grow.

    18 min

  8. JAN 12

    Sticky questions from our U.S. wealth conference (January 12, 2026)

    After a week of conversations with our U.S. wealth teams, a few themes stood out as especially “sticky” for 2026. Lauren Goodwin and Julia Hermann discuss how they’re thinking about AI as a megatrend, what potential challenges to Fed independence could mean for markets, and why developed ex-U.S. equities are becoming a more compelling diversifier.

    19 min
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5
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Hosts Lauren Goodwin and Julia Hermann bring 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.

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