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
Macro Pulse: the long end takes the wheel
Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets. Julia Hermann and Michael LoGalbo discuss the forces shaping the team’s outlook, the risks investors should be wa...
Greatest Hits - Trends in market structure: digital assets edition
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on June 2, 2026, this episode explores how tokenization could reshape financial market infrastructure, from ownership an...
Greatest Hits - A full guide to Fed independence
This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this episode explores how the Fed is structured, why independence matters, and how risks to Fed ind...
Finding opportunities amid global uncertainty (August 3, 2026)
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional policy shifts are shaping international markets, and why global exposure can complement, rather th...