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
Separating signal from noise in private credit (June 29, 2026)
Private credit has grown meaningfully over the past 15 years, but recent headlines have raised questions about further growth. In this episode of Market Matters, Sarah Hirsch shares webinar excerpts from her conversation with Frantz Paulus of A...
Relief vs belief (June 22, 2026)
Markets are weighing easing oil-shock fears against a more hawkish Fed. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss inflation, policy expectations, and what the latest market shifts mean for portfolio positionin...
The IPO wave that could reshape the market (June 15, 2026)
For years, some of the market’s most important companies have stayed private. In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss how a new wave of mega-cap IPOs could affect benchmark exposure, passive flows, liquidity...
Macro Pulse: Tech delivers, while diplomacy wavers (June 8, 2026)
Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical risk, higher yields, and ...
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...