At the New York Life Investments Global Investor Forum, one theme was loud and clear: the global investment landscape is undergoing structural change. In this episode, Lauren Goodwin and Julia Hermann explore how re-globalization, digitization,...

Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest macro data, including how tariff pressures are working their way into consumer activity. They e...

Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike’ LoGalbo discuss options for duration management and diversification this week on ...

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.  

Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it.