Market Matters from New York Life Investments  Por  arte de portada

Market Matters from New York Life Investments

De: New York Life Investments
  • Resumen

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

    It’s 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.

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    14 m
  • Prepare to (Fed) Pivot (July 15, 2024)
    Jul 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 bring a Fed pivot – and what that means for investors.

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    14 m
  • Across the pond: summer election readout (July 8, 2024)
    Jul 8 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.

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    11 m

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