Market Matters from New York Life Investments

Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more.

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.

The past few days – and coming weeks – mark a historic moment for global trade and for markets. Lauren Goodwin and Julia Hermann share how the reciprocal tariff impact has altered their economic scenarios for the rest of the year, and how shifting macro expectations affect a holistic asset allocation.

Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncertainty.

Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty, and examine its implications for economic growth and inflation.