Market Matters from New York Life Investments

Market Matters from New York Life Investments


Latest Episodes

Private markets series: the private equity landscape with Apogem Capital (August 26, 2024)
August 26, 2024

Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas.

Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024)
August 19, 2024

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider th

Private markets series: our capital markets outlook (August 12, 2024)
August 12, 2024

Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting and opening this space. This episode is the first in a series of episodes sharing our

Medal worthy? Q2 earnings season (August 5, 2024)
August 05, 2024

Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines.

2024 U.S. election: Policy, not politics (July 29, 2024)
July 29, 2024

The 2024 election season is already shaping up to be one of the wildest in history. With three and a half months until election day, Lauren Goodwin and Michael LoGalbo share how investors can stay about the noise and focus on policy, not politics when it

What small caps have to do with our recession view (July 22, 2024)
July 22, 2024

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.

Prepare to (Fed) Pivot (July 15, 2024)
July 15, 2024

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

Across the pond: summer election readout (July 8, 2024)
July 08, 2024

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.

New frontiers in AI: in conversation with Alex Cook
June 24, 2024

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

Investments in AI infrastructure with Simon Martin (June 17, 2024)
June 17, 2024

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