Last Week
Charting the Year Ahead: Outlook for 2026
December 10, 2025
New York Life Investment’s Global Market Strategy team shares their 2026 Outlook, driven by AI momentum and supportive U.S. policy. They see balanced growth supported by resilient profits, strong labor markets, and steady demand, with opportunities across equities, credit, and global markets. Watch the video to hear the full perspective and explore our latest Macro Pulse.
Is AI in a bubble?
Julia Hermann explains why AI’s transformative potential still supports long-term investment conviction, even as valuations rise and near-term market dynamics shift.
How the U.S. Government Shutdown Hits the Strategist Desk
The U.S. government shutdown is entering its third week, raising concerns about economic momentum and market volatility.
After the Cut: Global Allocation for a New Rate Regime
The Fed’s shift toward easing marks an important turning point for global markets.
Investment Themes for a Rapidly Changing World
Defense budgets are at records, trade barriers are rising, and governments are prioritizing security over efficiency.
Private Markets Outlook - Navigating a Global Market Reset
Private markets are entering a new phase of recalibration and opportunity.
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