UK residents took to the polls on June 23rd to determine whether the UK should remain in the European Union. Our London based experts discussed the outcome of the referendum vote. They deciphered the results and looked past the headlines to understand not only the immediate market reaction, but also the longer-term response and potential impacts to investment portfolios.
RecordedJun 24 201618 mins
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We entered 2018 with a significant overweight to risk assets, but steadily pared that back to neutral as risks increased around the outlook for growth and monetary policy. What’s ahead for 2019? Jim McDonald explains.
Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
Interest rates and credit spreads have increased this year, but we expect those trends to reverse over the next year. Additionally, we think concerns about accelerating inflation are overblown. Jim McDonald explains.
Get Smarter in 60 Seconds - Watch as Northern Trust Asset Management tackles three of the biggest myths surrounding performance, use, and acceptance of environmental, social and governance (ESG) investing.
Over recent years we have seen interest in sustainability and demand for sustainable investment solutions grow – this is set to continue in 2018, but what is driving the growth. Join Julia Kochetygova and Emily Lawrence as they discuss the big themes behind the interest and take a look at how these translate in to investment trends and opportunities.
In this webinar we will discuss:
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