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
Trends in market structure: digital assets edition (June 2, 2026)
Tokenization is often associated with digital assets, but its greatest potential may lie in transforming financial market structure. In this episode of Market Matters, Julia Hermann and Sarah Hirsch speak with Tom Sy, Head of New York Life Inve...
Q1 earnings season: strength before resilience is tested (May 18, 2026)
The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly posi...
What’s next for the U.S. Treasury curve (May 11, 2026)
Markets are focused on near-term inflation, even as U.S. debt has crossed 100% of GDP. In this episode of Market Matters, Julia Hermann and Sarah Hirsch explore what this disconnect means for the Treasury curve and why they see a potential shif...