Thoughts from the road (February 17, 2026)
About this episode
Julia Hermann and Sarah Hirsch discuss the fast-moving markets of 2026 and the factors influencing investor sentiment.
Markets are moving fast in 2026, and investor sentiment is shifting with them. In this episode of Market Matters, Julia Hermann and Sarah Hirsch share insights from their recent travels, highlighting how rising volatility, geopolitical headlines, and the next phase of AI are shaping investor thinking. They also discuss what this means for diversification and portfolio positioning.
More episodes of Market Matters from New York Life Investment Management
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- The macro impact of AI, with special guest Steve Friedman (April 20, 2026)
- Credit and conflict: the stories moving markets
- Macro Pulse: macro spillovers from the Strait (April 6, 2026)
- Great power politics in action (March 30, 2026)
- Conflict in Iran: the Strait of Hormuz closure and wider economic shock (March 24, 2026)
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