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16Jul 2024
Additional Information For the first half of 2024, the U.S. economy has held up astonishingly well and inflation has gradually slowed. For many investors, this marks a “soft landing” – but it is far from the end of the road. As markets await the much-anticipated start of a monetary easing cycle, several questions persist.
In this quarter’s Macro Pulse Webinar, we will look to answer these questions, and offer insight into longer-term investment themes.
- Where are we in the U.S. economic cycle?
- What has contributed to economic resilience thus far, and what could still trigger a recession?
- As the U.S. presidential election nears, where do policy shifts have the potential to impact investors?
- How can investors build an AI allocation over time?
- Implications for asset allocation and high conviction ideas.
Featured Speakers
- Lauren Goodwin, CFA, Chief Market Strategist, New York Life Investments
- Julia Hermann, CFA, Global Market Strategist, New York Life Investments
- Michael LoGalbo, CFA, Global Market Strategist, New York Life Investments