Market Matters from New York Life Investment Management
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 Investment Management.
Market Matters from New York Life Investment Management
Swan Lake: Risks That Could Disrupt Consensus in 2023 (January 16, 2023)
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While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, Lauren, Julia and Michael discuss three “black swan” risks that have the potential to disrupt investor consensus.