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
Market resilience meets a tighter rates environment (October 5, 2026)
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 i...
Takeaways from the 2026 NYLIM Global Investor Summit (September 28, 2026)
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 evolvi...
Midterms 2026: the stakes beyond the ballot box (September 21, 2026)
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 cou...
Private Markets Outlook: Resilience in an Evolving Landscape (Sep 14, 2026)
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.