Market Matters from New York Life Investments

The midterm elections have reshaped Washington, but what do the results mean for markets? In this episode of Market Matters, Julia Hermann, Michael LoGalbo, and Sarah Hirsch unpack the implications of Democratic control of Congress, growing resistance to data center development, and the evolving policy outlook. 

Geopolitical competition is reshaping the global investment landscape. In this episode of Market Matters, Julia Hermann shares highlights from a recent webinar featuring Michael LoGalbo and geopolitical strategist John Sitlides of Trilogy Advisors. They explore how shifting global alliances, U.S.-China tensions, and rising geopolitical risks are influencing markets and portfo...

AI investment continues to accelerate, but the financing behind the buildout is evolving. The Global Market Strategy team explores how capital is flowing across public and private markets, the growing focus on investment returns, and what it means for positioning across equities and credit.

The Iran conflict remains unresolved, but its economic impact continues to build. In this episode of Market Matters, Julia Hermann and Michael LoGalbo examine how elevated energy costs are feeding into inflation, three potential paths for the conflict, and what the range of outcomes could mean for portfolio positioning.