Geopolitics Program Named 2026 WealthManagement.com Finalist*

Helping connect geopolitical developments to investment implications through innovative thought leadership recognized across the industry.

   

   

Geopolitical risks are no longer just temporary market noise; they are now driving long-term economic and market realignments.

Geopolitical risks are no longer just temporary market noise; they are now driving long-term economic and market realignments.

The global order is undergoing a profound transformation. The era of U.S.-led globalization – marked by open markets, liberal trade, and geopolitical stability – is giving way to a world defined by great power politics, economic nationalism, and rising conflict. For investors, this shift is critical.

   

     

Geopolitical Uncertainty Can No Longer Be Treated As a Passing Concern

Each point highlights a primary source of regional geopolitical tension. Hover to learn more.

   

Geopolitical Uncertainty Can No Longer Be Treated As a Passing Concern

Each point highlights a primary source of regional geopolitical tension. Hover to learn more.

   

   

   

Chart - Swan Lake: The risks that would most disrupt consensus in 2025

Meet the Moment: Move Beyond Reactive Risk Management Towards Proactive Adaption

A black swan is a high-impact, unpredictable event that disrupts investor consensus. Investor attention around them may ebb and flow, but these events always can, at any time and with no warning, upend entrenched economic narratives and reset market expectations.

Read 2026 Swan Lake
Chart - Swan Lake: The risks that would most disrupt consensus in 2025

   

   

More Geopolitical Insights 

5 MIN READ
Perspectives May 28, 2026
Iran, Markets and the New Age of Geopolitical Leverage
New York Life Investment Management sees a new playbook for investors seeking resilience in a more contested world.
Geopolitical Risk in a Shifting World Order
Michael LoGalbo unpacks a world in transition, where geopolitics is moving to the center of the investment landscape.
Swan Lake: The Risks That Would Most Disrupt Consensus in 2026
Geopolitical risk is already shaping 2026.
Investment Themes for a Rapidly Changing World
Defense budgets are at records, trade barriers are rising, and governments are prioritizing security over efficiency.
Geopolitical Risk in a Shifting World Order
Geopolitical uncertainty is no longer a temporary headwind; it's a defining feature of the investment landscape.
A Defining Moment for Global Trade
The past few days - and coming weeks - mark a historic moment for global trade and for markets.
Four Questions Investors are Asking About Tariffs
‘Macro Mike’ LoGalbo breaks down the key points, including the potential for "reciprocal tariffs" and how the Fed might respond.
Tariff Tuesday
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.
Are Changes in Europe a Game Changer for Investments?
Host Lauren Goodwin is joined by Emile Gagna, Deputy Head of Economic Research at Candriam, to discuss the latest policy announcements in Europe.
Market Matters
Searching for Black Swans, Part 2
Lauren Goodwin and Michael LoGalbo are back for round two of our annual Black Swans discussion. From climate risks to maritime threats, tune in for three outside-the-box risks that could most disrupt investor consensus this year.
Searching for Black Swans
Searching for Black Swans
It’s Swan Lake week, and Lauren Goodwin and Michael LoGalbo are diving into the unknown. Tune in for the top 4 black swan risks that could disrupt investor consensus.

   

   

   

The Global Market Strategy Team 

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.

   

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*In June 2026, New York Life Investment Management was recognized as a finalist in the WealthManagement.com 2026 Industry Awards (“Wealthies”). The awards, presented by WealthManagement.com, recognize outstanding achievement, innovation, and leadership by firms and individuals in the wealth management industry. The award is based on evaluation of activities conducted during the period January 2026 to September 2026. No direct or indirect compensation was paid in connection with obtaining or using this award. The award is not indicative of future performance, does not reflect the experience of any individual client, and should not be construed as an endorsement or recommendation. For more information regarding the award methodology and selection criteria, click here: Wealth Management Industry Awards Marketing Toolkit