Market Matters from New York Life Investments  By  cover art

Market Matters from New York Life Investments

By: New York Life Investments
  • Summary

  • 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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Episodes
  • U.S. banks check-up with Mark Kehoe (April 29, 2024)
    Apr 24 2024

    A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liquidity environment ahead, what is next for the banking sector? Julia Hermann hosts a comprehensive status update with Portfolio Manager and Credit Analyst Mark Kehoe of MacKay Shields.

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    24 mins
  • Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
    Apr 22 2024

    NYLIM’s Global Market Strategy team is handing listeners their allocation playbook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up to stack up their macro views, allocation approaches, and specific asset class views to help investors navigate not just this cycle, but the next.

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    15 mins
  • Macro Pulse: our latest economic views (April 15, 2024)
    Apr 15 2024

    This week on the podcast, Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.

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    18 mins

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