Mar 21 2025 43 mins 2
I’m excited to welcome Julia Hermann, CFA, Global Market Strategist at New York Life Investments, to today’s episode. As a director on the Global Market Strategy team, Julia provides valuable economic research, asset allocation insights, and thought leadership that help guide investment decisions. She’s also the co-host of the “Market Matters” podcast.
Before joining New York Life, Julia worked as a Global Market Strategist for an emerging markets equity fund. She’s a CFA Charterholder, a summa cum laude graduate from the University of Notre Dame, and holds a Master’s in International Economics from Johns Hopkins SAIS. Today, Julia will share her insights on global market narratives and their impact on investment strategies moving forward.
You will want to hear this episode if you are interested in...
- Welcome to UPThinking Finance (0:00)
- How Julia discovers what information is important to investors (1:30)
- How should people develop a reliable market view? (7:00)
- The narratives Julia believes have a significant impact on market decision-making (8:30)
- Julia’s research strategies about USA Federal debt (10:10)
- AI’s influence on the market (16:10)
- Impacts of tariffs on businesses and the market (25:00)
- Global markets exploring alternatives to the US dollar (31:40)
Julie Herrman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Resources & People Mentioned
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- Julia Hermann, CFA
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