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Managing geopolitical risk in portfolios (May 20, 2024)

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Manage episode 419318786 series 2841639
Content provided by New York Life Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Life Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility.

  continue reading

220 episodes

Artwork
iconShare
 
Manage episode 419318786 series 2841639
Content provided by New York Life Investments. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Life Investments or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility.

  continue reading

220 episodes

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