Market Matters from New York Life Investments

Bond yields are rising, and tariffs are back in focus. This broader spectrum of policy uncertainty may require investors to adjust. Julia Hermann and 'Macro Mike’ LoGalbo discuss options for duration management and diversification this week on the podcast.

U.S.–China tariffs have been rolled back – at least temporarily. Lauren Goodwin and Julia Hermann break down what this trade détente means for inflation, markets, and macro risks.

Geopolitical risk is increasing, becoming a key factor in the macroeconomic landscape. Lauren Goodwin and 'Macro Mike' LoGalbo explore the growing link between politics and portfolios—and how to navigate it.

Lauren Goodwin is joined by Kee Rabb, Managing Director at Apogem Capital, and Jeremy Held, Managing Director at Bow River Capital, to discuss how near-term market uncertainty is shaping the long-term capital markets.

The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.