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
Latest Episodes
Finding opportunities amid global uncertainty (August 3, 2026)
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional policy shifts are shaping international markets, and why global exposure can complement, rather th...
Understanding the growth and democratization of private equity (July 27, 2026)
Private equity access is expanding. On Market Matters, Sarah Hirsch shares webinar excerpts with Jeremy Held, CFA, of Bow River Capital on evergreen funds, liquidity, and lower middle market opportunities.
Macro Pulse Midyear outlook: the narrowing path (July 20, 2026)
The first half of 2026 showed resilience, but the path ahead is narrowing. Julia Hermann and Michael LoGalbo discuss U.S. exceptionalism, AI-driven growth, limited Fed support, and what a more selective outlook means for portfolios.
Chipflation: today’s leg of market leadership (July 13, 2026)
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio dive...
Separating signal from noise in private credit (June 29, 2026)
Private credit has grown meaningfully over the past 15 years, but recent headlines have raised questions about further growth. In this episode of Market Matters, Sarah Hirsch shares webinar excerpts from her conversation with Frantz Paulus of A...