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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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.

© 2026 Market Matters from New York Life Investment Management Economía Finanzas Personales Política y Gobierno
Episodios
  • Macro Pulse: macro spillovers from the Strait (April 6, 2026)

    Macro Pulse: macro spillovers from the Strait (April 6, 2026)
    Apr 7 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 for portfolios.

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    16 m
  • Great power politics in action (March 30, 2026)

    Great power politics in action (March 30, 2026)
    Mar 30 2026

    Geopolitical risk is moving from the background to the foreground for investors. In this episode, Julia Hermann and Michael LoGalbo explore how great power politics is changing the global economic order –and why this shift, seen in Iran and beyond, is becoming more important for markets, policy, and portfolio construction.

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    19 m
  • 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
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