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
Macro Pulse: Pricing past the blockade (May 4, 2026)
Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael LoGalbo break down the latest Macro Pulse report and what it means for portfolios.
Around the world: war in Iran and the global economy (April 27, 2026)
Equity markets are holding near highs even as geopolitical risks remain elevated. Julia Hermann and Sarah Hirsch are joined by Candriam’s Emile Gagna to discuss how the Iran conflict is shaping markets and global growth.
The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
AI is moving fast, but its macro impact is still unfolding. Julia Hermann and Michael LoGalbo are joined by Steve Friedman, Senior Macroeconomist at MacKay Shields, to explore how competing AI-led forces across productivity, labor markets, and ...
Credit and conflict: the stories moving markets
Markets have been moving quickly. In this week’s Market Matters, Julia Hermann and Sarah Hirsch break down how Iran, inflation, and private credit are driving the macro narrative, and what that means for growth, policy, and portfolios. &n...
Macro Pulse: macro spillovers from the Strait (April 6, 2026)
Geopolitical tensions are moving into the core macro outlook, with energy markets, inflation, and policy all increasingly interconnected. Tune in as Julia Hermann and Michael LoGalbo break down how their base case has evolved and what it means ...