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
(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
Tim Humphreys of Ausbil Investment Management joins host Lauren Goodwin to describe how a global mega trend towards de-globalization, or RE-globalization as our teams have written, can be leveraged in investment strategies today. Their conversation focuses on infrastructure – thinking beyond “bridges and tunnels” and including energy, digital infrastructure, artificial intelligence, and more.