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
2023 Outlook: 3 Drivers that Set this Cycle Apart (December 5, 2022)
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Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their 2023 Outlook – “Steady through the cycle: the new recession playbook.” They discuss the 3 drivers that set this cycle apart – stubborn inflation, policy pullback, and heightened geopolitical risk premia – and how these shifts might also be structural in nature.