About this episode

Julia Hermann and Michael LoGalbo discuss the latest Macro Pulse report and its implications for investment portfolios amidst rising geopolitical risks.

Markets are showing resilience, but rising geopolitical risk and policy divergence are reshaping the investment landscape. Julia Hermann and Michael LoGalbo break down the latest Macro Pulse report and what it means for portfolios.

People in this episode

Host: Julia Hermann

Guest: Michael LoGalbo

Topics covered

• geopolitical risk
• investment landscape
• Macro Pulse report
• portfolio management
• market resilience

Keywords

• geopolitical risk
• investment landscape
• Macro Pulse
• portfolio
• market resilience

Mentioned in this episode

Organizations: New York Life Investment Management

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