Market Matters from New York Life Investments New York Life Investments
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- Business
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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.
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U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
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 the hood of listed real estate.
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U.S. banks check-up with Mark Kehoe (April 29, 2024)
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 update with Portfolio Manager and Credit Analyst Mark Kehoe of MacKay Shields.
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Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
NYLIM’s 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 navigate not just this cycle, but the next.
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Macro Pulse: our latest economic views (April 15, 2024)
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.
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TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
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 Lauren Goodwin and Julia Hermann unpack this long-term market force.
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Did immigration deliver a soft landing? (April 1, 2024)
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.
Customer Reviews
Smooth & Krisp
Long time listener first time rating. You all do a fantastic job navigating speed and accuracy while focusing on what is most important, or what matters!
Thank you!
Informative Fun
I’ve been listening since this podcast launched and I’m a big fan. As the series continues, you start to grow along with LG & Robert and their nerdy jokes get funnier and funnier (that or quarantine is just getting to me). The length is good — not so long to make you fall asleep, but not too short to leave out pertinent information. My one critique is the app design update—it used to be a fun bright blue and modern logo, and now it’s a generic dark blue; a bit boring and what you’d expect from a corporate podcast (also looks just like the JP podcast with an identical title...). I look forward to each week’s new show!