Putting Cash to Work in the New Year

January 5, 2026

With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highlighting marginal shifts in allocation views across small caps, ex-U.S. equities, private markets, and income-oriented credit, all through the lens of diversification and quality.

Last Week

Our Holiday Ode to the Markets

December 16, 2025

‘Twas NYLI before Christmas… and the perfect moment to unwind with our final episode of 2025. Join Julia Hermann as she reads her annual holiday verse, capturing the year’s market highs, lows, and everything in between. 


 

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Recent Episodes

Will the Gold Rush Extend into 2026?
Is gold becoming the next bubble or just catching up to years of structural demand?
Charting the Year Ahead: Outlook for 2026
Policy support, AI innovation, and profitability are extending the U.S. cycle, but not without risk.
What to Do About the Dollar in 2026
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age.
Credit: Canaries in the Coal Mine, or a Healthy Reality Check
Recent high-profile bankruptcies have put credit markets back in the spotlight.
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Top Investor Questions from Recent Travels
Fresh from the road, Julia Hermann and Lauren Goodwin share key insights from global investor conversations.


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