Market Matters from New York Life Investment Management

Julia Hermann and Michael LoGalbo are reporting live from New York Life Investments' National Sales Conference in Phoenix, Arizona sharing the top five questions on investors' minds. Tune in for their economic outlook for 2025, including insights on inflation, Fed cuts, interest rate volatility, and the U.S. equity market. 

From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… 

Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year’s market highs and lows.  

We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely to be a balancing act between a slowing economic impulse and sticky data that keeps the Fed from providing outright stimulus. Lauren Goodwin and Julia Hermann share how they see this balancing act playing out in the four bull-bear battles of 2025. 

In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset allocation.  

Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025, navigate tax considerations, and anticipate the tech policies of the incoming Trump administration, we dive into a key question: what lies ahead for the AI trading landscape? 

It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters. 

The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all. 

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.