Market Matters from New York Life Investments
Hosts Lauren Goodwin and Julia Hermann bring 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 Investments.
Market Matters from New York Life Investments
Sticky questions from our U.S. wealth conference (January 12, 2026)
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New York Life Investments
After a week of conversations with our U.S. wealth teams, a few themes stood out as especially “sticky” for 2026. Lauren Goodwin and Julia Hermann discuss how they’re thinking about AI as a megatrend, what potential challenges to Fed independence could mean for markets, and why developed ex-U.S. equities are becoming a more compelling diversifier.