Market Matters from New York Life Investments Por arte de portada

Market Matters from New York Life Investments

De: New York Life Investments
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  • Resumen

  • Host Lauren Goodwin 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 Investments.
    © 2024 Market Matters from New York Life Investments
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Episodios
  • Artificial Intelligence: from imagination to investment (June 3, 2024)

    Artificial Intelligence: from imagination to investment (June 3, 2024)
    Jun 3 2024

    We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it take to get there? For Lauren Goodwin, Julia Hermann, and Michael LoGalbo, AI is an investment megatrend with long term impacts, but with investable approaches that are actionable today.

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    19 m
  • Managing geopolitical risk in portfolios (May 20, 2024)

    Managing geopolitical risk in portfolios (May 20, 2024)
    May 20 2024

    Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility.

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    14 m
  • U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)

    U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
    May 7 2024

    Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia Hermann is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate.

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    23 m
Empresas y Profesiones Economía Finanzas Personales Política y Gobierno
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