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
Midyear Outlook: Your Guide to the Late Cycle Showdown (June 12, 2023)
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Lauren Goodwin, Julia Hermann and Michael LoGalbo discuss their midyear economic and market outlook, including a step-by-step guide to the key debates surrounding a widely telegraphed recession. The team takes listeners through a discussion of the timing of the economic cycle, the potential severity of a recession once it hits, and under what conditions policy support could save the day.