With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highlighting marginal shifts in allocation views across small caps, ex-U.S. equities, private markets, and income-oriented credit, all through the lens of diversification and quality.
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With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highlighting marginal shifts in allocation views across small caps, ex-U.S. equities, private markets, and income-oriented credit, all through the lens of diversification and quality.
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Market Matters from New York Life Investments
40 minutes
1 month ago
Credit: canaries in the coal mine, or a healthy reality check (November 10, 2025)
Recent high-profile bankruptcies have put credit markets back in the spotlight. In this week’s Market Matters, Lauren Goodwin and Sarah Hirsch are joined by Rob Smalley and Cameron White from MacKay Shields and Patrick Koehl from Apogem Capital to go beyond the headlines and decode what’s driving market sentiment.
Market Matters from New York Life Investments
With nearly $8 trillion sitting in money market funds, investors face a familiar challenge: how to deploy capital when entry points feel scarce. Lauren Goodwin and Julia Hermann share their latest thinking on deploying new funds in 2026, highlighting marginal shifts in allocation views across small caps, ex-U.S. equities, private markets, and income-oriented credit, all through the lens of diversification and quality.
