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
Greatest Hits - A full guide to Fed independence (August 10, 2026)
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 Fe...
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...
Understanding the growth and democratization of private equity (July 27, 2026)
Private equity access is expanding. On Market Matters, Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen funds, liquidity, and lower middle market opportunities.
Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.
Chipflation: today’s leg of market leadership (July 13, 2026)
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio dive...