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

NYLIMs 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 na

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.

The U.S.-China tech relationship has risen to the top of many investors geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in as Laure

New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent figures.  

The Bank of Japans historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japans economy that allowed for this policy adjustment, and what it