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Episoden
08.09.2025
19 Minuten
Capital markets have priced out the worst-case scenario from U.S.
policy uncertainty, but policy risks remain. Join Julia Hermann
and Sarah Hirsch as they discuss the September Macro Pulse,
examining what policy risks mean for inflation, the potential
path for the Fed, and what it all means for investors.
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01.09.2025
18 Minuten
From diverging interest rate cycles to policy uncertainty, the
first half of 2025 shifted private markets. Lauren Goodwin and
Sarah Hirsch share their outlook across private markets asset
classes and highlight where investors may find resilience and
long-term value.
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25.08.2025
15 Minuten
The narrative of a global exit from U.S. assets has been loud
this year, but the data tells a different story. In this week’s
episode of Market Matters, Lauren Goodwin and Julia Hermann
explain why investor demand remains strong and what central bank
flows reveal.
Mehr
11.08.2025
39 Minuten
Continuing a four-part series on debt sustainability: Europe has
a strong legacy of fiscal discipline, but often at the cost of
productive investment. Lauren Goodwin and Julia Hermann host
Florence Pisani, Chief Economist of Candriam, and Nicolas
Jullien, Global Head of Fixed Income at Candriam, to discuss the
future of debt sustainability in Europe.
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04.08.2025
23 Minuten
The team’s series on sovereign debt sustainability continues,
this week with a focus on China. Julia Hermann hosts Valentina
Chen, Head and Portfolio Manager of the Emerging Market Debt team
at MacKay Shields, to discuss how China’s systemic over-leverage
influences everything from the country’s economic business model,
to the nature and scope of investment opportunities in Chinese
credit.
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Über diesen Podcast
Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what
matters for the economy, markets, and a multi-asset portfolio.
Tune in for a weekly dose of what’s driving portfolio
decision-making at New York Life Investments.
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