Market Matters from New York Life Investment Management

A changing market environment is putting greater emphasis on selectivity. Julia Hermann and Sarah Hirsch unpack key takeaways from New York Life Investment Management’s 2026 Global Investor Summit, from AI investment and higher yields to evolving risks across markets.

The 2026 midterms could reshape Washington, but the market implications extend beyond the ballot box. Julia Hermann, Sarah Hirsch, and Michael LoGalbo discuss fiscal pressure, AI investment, geopolitical fragmentation, and what these themes could mean for investors beyond November.

Private markets remain resilient, but the path to outperformance is narrowing. Julia Hermann and Sarah Hirsch discuss the latest Private Markets Outlook and why selectivity, liquidity, and structural demand matter for investors.

Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets. Julia Hermann and Michael LoGalbo discuss the forces shaping the team’s outlook, the risks investors should be watching, and why today’s environment calls for a more selective approach.

This month, Market Matters is pressing replay on some of our greatest hits from the first half of 2026. Originally recorded on June 2, 2026, this episode explores how tokenization could reshape financial market infrastructure, from ownership and settlement to liquidity and investor access. The market is still evolving, but the core opportunities and risks remain highly relevant.