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Podcast: Market Matters from New York Life Investment Management
Episode: (Re)Globalization: Global Forces Impacting the Next Decade of Investing (June 5, 2023)
Description: Lauren Goodwin, Julia Hermann and Michael LoGalbo discuss their latest research covering the main themes affecting the next decade of global economics and investing. De-globalization is often looked to as the natural progression of geopolitical tension. But when it comes to critical sectors such as energy, tech, and financing, countries are unlikely to be able to turn inward in the way some envision. In this episode, the team shares their most poignant arguments in favor of a re-globalized world, including how investors can consider portfolio construction in the face of long-term themes.Â