Market Matters from New York Life Investments

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. 

Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liquidity management across their portfolios. 

Global markets are adjusting to a tighter rates environment, but resilient growth and corporate fundamentals continue to support risk assets. In this episode of Market Matters, Julia Hermann and Sarah Hirsch break down what’s driving the rise in long-term yields, why rates could remain elevated even after central banks stop hiking, and what the changing backdrop means for por...

A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving risks across markets.