Its midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.

Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may finally brin

France and the UK have gone to the polls with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss the lessons for investors on both sides of the pond.

Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AIs practical applications, ethical considerations, and the future

The infrastructure required to enable the AI boom is daunting and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of

With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia Hermann to

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 w

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 disc

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

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 up