Smart insights drive stronger portfolios
We leverage proprietary research and collaborate with investment teams across New York Life Investments to offer timely answers to the questions facing investors today in key areas:
Chart of the Week: Top Takeaways from NYLI’s 2025 Global Investor Forum
WEEK OF JUNE 15, 2025
Last week, New York Life Investments hosted its 7th annual Global Investor Forum, bringing institutional clients from across the globe together for investments education, discussion and debate, and networking. This year’s forum explored how investors can navigate a shifting global investment landscape shaped by inflation volatility, technology disruption, and geopolitical re-alignment. In this note, we share key themes that emerged.
Read Macro Pulse Report: Positioning Amid Policy Pressures
Breadcrumbs of Softness
Lauren Goodwin and Julia Hermann introduce the newest member of the Global Market Strategy team, Sarah Hirsch! Julia and Sarah break down the latest macro data, including how tariff pressures are working their way into consumer activity. They explore what it all means for the Fed, the economic outlook, and investor positioning.
What Moody’s and a Weak Auction are Telling Bond Investors
Moody’s recent downgrade of U.S. debt and a soft 20-year Treasury auction are rattling markets. These events are fueling renewed rate volatility — with implications for inflation, the Fed, and long-term investors.
Breadcrumbs of Softness
What Moody’s and a Weak Auction are Telling Bond Investors
2025 | Trust or Bust: The Next Era of Global Debt Sustainability
The choices governments make will shape long-term capital markets assumptions around inflation, interest rates, and potential growth; and will influence asset allocation.
A global debt sustainability framework:
Private Markets
Capitalize on the shifting (and growing) global private markets landscape
Key investor questions:
- What are the key cyclical and structural changes in private markets that present generational opportunities for investors?
- How are liquidity conditions improving in private markets, and what impact does this have on investment opportunities?
- What is the growing importance of the lower middle market in private investments, and how can investors benefit from this trend?
- What are the potential benefits of allocating to private equity, private credit, real estate, and real assets?
Prospective investors should be aware that investments in private funds or alternative investment strategies are suitable only for qualified investors who do not require liquidity and who can bear the economic risk, including the potential for a complete loss, of their investment. Investors are encouraged to consult their tax or legal advisors before making such investments.
Podcast: Checking in on the U.S. Private Markets with Apogem and Bow River
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.
Lauren Goodwin, CFA
Chief Market Strategist
Julia Hermann, CFA
Global Market Strategist
Michael LoGalbo, CFA
Global Market Strategist
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