Smart insights drive stronger portfolios
We leverage proprietary research and collaborate with investment teams across New York Life Investments to offer timely answers to the questions facing investors today in key areas:
Chart of the Week: Uncertainty creeping into the Fed’s outlook
WEEK OF MARCH 23, 2025
Last week’s Fed decision was in line with expectations – rates remain unchanged, and policymakers still anticipate cuts this year. But beneath the surface, the balance of risks is shifting. The Fed’s statement acknowledged growing uncertainty, and its updated projections point to a wider range of potential outcomes for growth, inflation, and policy. In this week’s note: our take on what’s changed, what hasn’t, and what it means for markets.
From the Desk: Uncertainty Creeping into the Fed’s Outlook
Risks vs. Reality: Our Take on Recent Market Volatility
Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.
Should Shifting Risks Prompt a Policy Shift?
Global Market Strategist Julia Hermann discusses the impact of policy uncertainty on the U.S. equity market. Both the White House and the Federal Reserve have stuck to their policy stances over the past few weeks’ correction – but what would it take for them to change course to backstop confidence?
Risks vs. Reality: Our Take on Recent Market Volatility
Should Shifting Risks Prompt a Policy Shift?
Podcast: Searching for Black Swans
Podcast: AI: The Next Investment Megatrend
2023 | (re)globalization
Megatrends 2023: (re)globalization
Anticipating the future state of global economics and geopolitics requires more than an extrapolation of current trends.
Why the world is headed for (re)globalization
Hear from Chief Market Strategist Lauren Goodwin on how seismic economic shifts may afford new investment opportunities.
Private Markets
Capitalize on the shifting (and growing) global private markets landscape
Key investor questions:
- What are the key cyclical and structural changes in private markets that present generational opportunities for investors?
- How are liquidity conditions improving in private markets, and what impact does this have on investment opportunities?
- What is the growing importance of the lower middle market in private investments, and how can investors benefit from this trend?
- What are the potential benefits of allocating to private equity, private credit, real estate, and real assets?
Prospective investors should be aware that investments in private funds or alternative investment strategies are suitable only for qualified investors who do not require liquidity and who can bear the economic risk, including the potential for a complete loss, of their investment. Investors are encouraged to consult their tax or legal advisors before making such investments.
Podcast: Our Latest Take on the Private Markets
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.
Lauren Goodwin, CFA
Chief Market Strategist
Julia Hermann, CFA
Global Market Strategist
Michael LoGalbo, CFA
Global Market Strategist
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