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.
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Market Matters from New York Life Investments
24 minutes
5 months ago
The empire of IOU: the future of U.S. sovereign debt (July 28, 2025)
Julia Hermann hosts Steven Friedman, Managing Director and Senior Macroeconomist at MacKay Shields, for a special recording of Market Matters on the 34th floor of the New York Life building in Manhattan. Join Julia and Steve for a deep dive into the sustainability – or lack thereof – of public debt in the United States. Can the U.S. keep up its pace of spending? What does the Big Beautiful Bill mean for the debt trajectory? Are interest payments spiraling out of control? We answer these quest...
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.
