Top Investor Questions from Recent Travels

October 20, 2025

Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations, covering shifting investor sentiment around AI, gold’s runup, and the questions around quality in the shifting private credit landscape. Hear what’s driving investor decisions as the credit cycle evolves.

Last Week

Two Fallen Governments, One Common Problem

October 13, 2025

This week on Market Matters, Julia Hermann breaks down two sets of market-moving political events – France’s government reshuffle and Japan’s leadership shift – and what they mean for sovereign yield curve behavior. 


 

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Recent Episodes

How a U.S. Government Shutdown Hits the Desk, and the Outlook
The U.S. government has shut down, furloughing federal workers and halting key economic data releases.
Investment Themes for a Changing World Order
What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift.
Cut, Pause, Repeat: The Impact of Sporadic Easing on the Economy and Markets
After a nine-month pause, the Fed has resumed an easing cycle.
The Fed's Back At It
The Fed is set to deliver its first rate cut in nine months. What does the latest jobs revision and inflation data mean for markets and for your portfolio?
Macro Pulse: Turning Leaves, Turning Points
Capital markets have priced out the worst-case scenario from U.S. policy uncertainty, but policy risks remain.
Private Markets: Navigating a Global Market Reset
From diverging interest rate cycles to policy uncertainty, the first half of 2025 shifted private markets.


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