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Market Matters from New York Life Investments

Market Matters from New York Life Investments

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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 Investments.

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  • Thoughts from the road (February 17, 2026)

    Thoughts from the road (February 17, 2026)
    Feb 17 2026

    Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.
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    15 Min.
  • Extending the cycle: growth and opportunity across private markets (February 9, 2026)

    Extending the cycle: growth and opportunity across private markets (February 9, 2026)
    Feb 9 2026

    Private markets are entering 2026 with renewed momentum. Lauren Goodwin and Sarah Hirsch preview the 2026 Global Private Markets Outlook, sharing their outlook across private markets asset classes and highlighting where investors may find resilience and long-term value.

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    12 Min.
  • Searching for Black Swans in 2026 (Part 1) (February 2, 2026)

    Searching for Black Swans in 2026 (Part 1) (February 2, 2026)
    Feb 2 2026

    In this episode of Market Matters, Lauren Goodwin and Michael LoGalbo explore four black swan scenarios from the 2026 Swan Lake report, including disruptions to U.S. public economic data, a potential U.S. state split, political upheaval in Eastern Europe, and a rethink of Asia’s “dollar recycling”.

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    21 Min.
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