Market Matters from New York Life Investment Management
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.
Market Matters from New York Life Investment Management
Latest Episodes
U.S. midterm election results: the blue tsunami (November 9, 2026)
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 res...
Investing in a more competitive world (November 2, 2026)
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 Advis...
Follow the capital: a dive into AI buildout financing (October 26, 2026)
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 me...
Three paths for Iran, high stakes for markets (October 19, 2026)
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 c...
A new era in global liquidity (October 12, 2026)
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...