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: What’s Really Driving Rates?
WEEK OF APRIL 13, 2025
Markets have been whipsawed by an intensifying policy storm out of Washington. Businesses and investors alike are stuck in reaction mode, hanging on every headline and press conference for clues on where the next move lands. Amid the noise, one question keeps resurfacing: why hasn’t the 10-year yield moved lower?
From the Desk: A Defining Moment for Global Trade
Market Strategy With Special Guest Brian Levitt
Lauren Goodwin hosts Brian Levitt, Global Market Strategist at Invesco, to discuss how market strategists manage challenging economic backdrops. They discuss top client questions they’re hearing, and the long-term topics they think impact investors most. Stay tuned for the portfolio pause, where Lauren and Julia address how evolving tariff policy affects the team’s macro scenarios and allocation.
Four Questions Investors are Asking About Tariffs
The White House is considering a new tariff plan. What does this mean for the markets? ‘Macro Mike’ LoGalbo breaks down the key points, including the potential for "reciprocal tariffs" and how the Fed might respond.
Market Strategy With Special Guest Brian Levitt
Four Questions Investors are Asking About Tariffs
Podcast: Searching for Black Swans
Podcast: AI: The Next Investment Megatrend
2023 | (re)globalization
Megatrends 2023: (re)globalization
Anticipating the future state of global economics and geopolitics requires more than an extrapolation of current trends.
Why the world is headed for (re)globalization
Hear from Chief Market Strategist Lauren Goodwin on how seismic economic shifts may afford new investment opportunities.
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: Our Latest Take on the Private Markets
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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