Market Matters from New York Life Investment Management Podcast Por New York Life Investment Management arte de portada

Market Matters from New York Life Investment Management

Market Matters from New York Life Investment Management

De: New York Life Investment Management
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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 Investment Management.

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Episodios
  • Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)

    Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
    Mar 23 2026

    Markets have remained relatively calm, but the U.S. conflict with Iran has raised the stakes for the global economy. In this episode, Lauren Goodwin and Michael LoGalbo break down what disruption in the Strait of Hormuz could mean for the U.S. economy, monetary policy, global markets, and investors.

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    16 m
  • Is broader better? (March 16, 2026)

    Is broader better? (March 16, 2026)
    Mar 16 2026

    Markets have broadened so far in 2026, but broader doesn’t necessarily mean better. In the latest episode of Market Matters, Lauren Goodwin and Julia Hermann unpack why broader market performance may not be sustainable if market leadership turns away from profitability leaders.
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    17 m
  • Macro Pulse: the cycle extends but volatility returns (March 9, 2026)

    Macro Pulse: the cycle extends but volatility returns (March 9, 2026)
    Mar 9 2026

    The year has started with a tug-of-war between resilient growth and rising policy risk, and the path forward for markets will likely continue to be punctuated by event risk. In this Macro Pulse update, Julia Hermann and Michael LoGalbo discuss how geopolitical regime change, AI concentration, and supportive U.S. policy are shaping the base case.
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    19 m
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