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:
Weekly Update: The View from Milken 2025
WEEK OF MAY 11, 2025
Last week, Lauren Goodwin, Chief Market Strategist, joined policymakers, investors, and industry leaders at the Milken Institute Global Conference in Los Angeles— alongside names like Scott Bessent, Jamieson Greer, Bill Ackman, Magic Johnson, and Nobel laureate Simon Johnson. The conversations, both onstage and behind closed doors, spanned finance, health, technology, philanthropy, and geopolitics. Though Goodwin attended the conference as a member of Milken’s Young Leaders Circle, our partner firms and their top thinkers were also present, creating a unique opportunity to represent NYLI’s perspective. Here are her reflections.
Read Macro Pulse Report: Soft Data, Hard Questions
Checking in on the U.S. Private Markets, with Apogem and Bow River
Lauren Goodwin is joined by Jeremy Held, Managing Director at Bow River Capital, and Kee Rabb, Managing Director at Apogem Capital, to discuss how near-term market uncertainty is shaping the long-term capital markets.
Geopolitical Risk in a Shifting World Order
Geopolitical uncertainty is no longer a temporary headwind; it's a defining feature of the investment landscape
Checking in on the U.S. Private Markets
Geopolitical Risk in a Shifting World Order
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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