Investment themes for a changing world order (September 29, 2025)

Market Matters from New York Life Investments
29/09/2025 16 min
Investment themes for a changing world order (September 29, 2025)

Listen "Investment themes for a changing world order (September 29, 2025) "

Descargar episodio

Episode Synopsis

What does a new era of security-first economics mean for investors? Julia Hermann and Michael LoGalbo break down this element of a broader geopolitical regime shift – diving into current events in Eastern Europe as a prime example.  

More episodes of the podcast Market Matters from New York Life Investments

How a U.S. government shutdown hits the desk, and the outlook (October 6, 2025) 06/10/2025
Cut, pause, repeat: the impact of sporadic easing on the economy and markets (September 22, 2025) 22/09/2025
The Fed’s back at it (September 15, 2025) 15/09/2025
Macro pulse: turning leaves, turning points (September 8, 2025) 08/09/2025
Private markets: navigating a global market reset (September 1, 2025) 01/09/2025
Flows speak louder than fears: the latest on U.S. asset demand (August 25, 2025) 25/08/2025
The leaning tower of austerity: the future of sovereign debt in Europe (August 11, 2025) 11/08/2025
The great wall of liabilities: the future of debt in China (August 4, 2025) 04/08/2025
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025) 28/07/2025
Trust or bust: the megatrend of global debt sustainability (July 21, 2025) 21/07/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA