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:
With everything going on – tariffs, tax reform, softening data – it’s a good time to step back and check in on the fundamentals: inflation, growth, and the Fed. In this week’s note, we break down how each is shaping market expectations and what it means for positioning ahead.
Read Macro Pulse Report: Soft Data, Hard Questions
Could Lower Tariffs Mean Higher Inflation?
U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.
U.S.-China Détente: Moving Past “Wait-and-See”
Julia Hermann discusses the temporary reduction in U.S.-China tariffs, highlighting how this policy shift alleviates certain economic risks but doesn't alter the broader outlook of slowing growth and sticky inflation.
Could Lower Tariffs Mean Higher Inflation?
U.S.-China Détente: Moving Past “Wait-and-See”
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: 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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