Positioning portfolios amid global power shifts – New York Life Investments – 11.17.25

Overview:
Title: Positioning portfolios amid global power shifts
Date: Monday, November 17, 2025
Time: 11:00 AM Eastern Standard Time
Duration: 1 hour

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Summary:

Geopolitical risks are no longer just temporary market noise; they are now driving long-term economic and market realignments. The era of U.S.-led globalization – marked by open markets, liberal trade, and geopolitical instability – is giving way to a world defined by great power competition, economic nationalism, and rising conflict. For investors, this shift is critical.

Join us as we unpack the major geopolitical forces redefining markets today, including:

  • U.S. – China relations: Results from the recent APEC meeting and Supreme Court IEEPA ruling
  • Middle East: AI growth and Europe-South Asia trade via the Middle East
  • Russia/Ukraine: Potential escalations and the results of APEC/China on Russia
  • U.S. national defense strategy: What the ‘Department of War’ means for U.S. strategy

We’ll conclude with a discussion on portfolio positioning amid regime change and a shifting macro environment.


Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Michael LoGalbo, CFA Michael LoGalbo, CFA Global Market Strategist New York Life Investments

Michael “Macro Mike” LoGalbo is a Global Market Strategist at New York Life Investments, where he is responsible for economic and market research, asset allocation perspectives, and thought leadership to empower investment decision-making. He has a deep passion for macro investing. His unique approach integrates expertise in economics, markets, politics, and geopolitics to craft fundamental and quantitative top-down investment insights. A prolific writer on economic and capital market themes, Michael empowers a wide range of investors with actionable investment insights on a weekly basis. Combining his creativity and quantitative skills, Michael could also be referred to as the “Chief of Charts” as he leads the group on data analysis and visualization. Michael also provides a valued voice in the client and public sphere, where he shares perspectives on the evolving global macro landscape. He is most often sought for his ability to simplify complex economic concepts and market trends. Michael brings years of experience from both public and private markets, and macro to micro. He is a CFA Charterholder, graduated from the University of Southern California and holds a Master’s Degree in International Economics from Johns Hopkins and an MBA from the Wharton School.

John Sitilides John Sitilides Principal Trilogy Advisors LLC

John Sitilides is Principal at Trilogy Advisors LLC in Washington, D.C., specializing in geopolitical risk, international security, and federal government affairs, and serves as National Security Senior Fellow at the Foreign Policy Research Institute. He provides geopolitical and geo-economic risk insights and intelligence to capital market, institutional investor, and industry leader clients, and is a corporate speaker on risk management and the business impacts of international security policies, advising clients to better understand, anticipate, and mitigate risk. From 2006 to 2023, he was a U.S. Department of State Diplomacy Consultant under Presidents Biden, Trump, Obama, and Bush, managing professional development at the Foreign Service Institute, the diplomacy academy for American foreign policy professionals. He has testified before Congress and is a frequent national security commentator on U.S. and international broadcast, print, and digital media. Sitilides holds a Master’s Degree in International and Public Affairs from Columbia University and launched his career in the U.S. Senate. His wife is an attorney and businesswoman, and they have four sons.

This presentation represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This presentation contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.