Takeaways from the 2026 NYLIM Global Investor Summit

September 28, 2026

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.

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Midterms 2026: The Stakes Beyond the Ballot Box

September 21, 2026

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.

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Recent Episodes 

Private Markets Outlook: Resilience in an Evolving Landscape
Private markets remain resilient, but the path to outperformance is narrowing.
Macro Pulse: The Long End Takes the Wheel
Long-term yields are rising, AI remains a powerful catalyst, and U.S. economic and corporate strength continue to support markets.
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Macro Pulse Midyear Outlook: The Narrowing Path
The first half of 2026 showed resilience, but the path ahead is narrowing.
Chipflation: Today’s Leg of Market Leadership
Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership.


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