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:

     

        

Macro Pulse

Get the latest global, economic, geopolitical, and asset allocation views

   

   

Weekly note featured chart

Our Global Market Strategy team’s latest research takes a more global, holistic look at sovereign debt sustainability – including how the deep and liquid capital markets in the United States help preserve structural demand for its assets, even as questions mount around investor preferences. 

   

  

Read Macro Pulse Report: Positioning Amid Policy Pressures                            

  

Breadcrumbs of Softness

Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest macro data, including how tariff pressures are working their way into consumer activity. They explore what it all means for the Fed, the economic outlook, and investor positioning.

What Moody’s and a Weak Auction are Telling Bond Investors

Moody’s recent downgrade of U.S. debt and a soft 20-year Treasury auction are rattling markets. These events are fueling renewed rate volatility — with implications for inflation, the Fed, and long-term investors. 

   

   

Geopolitics & Politics

Understand why geopolitics matter more today and how investors can adapt

Key investor questions:

  • How is the geopolitical landscape different today?
  • How can investors account for geopolitical risk?
  • What are the risks that would most disrupt consensus? 
Geopolitics world map

   

     

   

Megatrends
Make the future state tangible for investing today

2025 | Trust or Bust: The Next Era of Global Debt Sustainability

The choices governments make will shape long-term capital markets assumptions around inflation, interest rates, and potential growth; and will influence asset allocation.

A global debt sustainability framework:

        

     

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: Checking in on the U.S. Private Markets with Apogem and Bow River

     

   

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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