Financial Market Update - September 22, 2016

Every year, we develop long-term forecasts for the global economy, monetary policy and capital markets. Jim McDonald explores three of the key themes to emerge this year and what they mean for investors.

Our most recent insights into equity factors around current market events and trends.Find out how timely market events have been affecting equity valuations and returns from the industry experts.

Join us to learn how the multi-trillion dollar demand for environmental, social and governance (ESG) investment options makes it an asset class advisors are ramping up.

We'll move swiftly, and cover the key areas of focus:

•Why? Identifying the key drivers of ESG investing
•How? Implementing ESG into a portfolio
•Bonus: How to differentiate ESG strategies

The stellar performance of just a few big technology stocks has raised investor concerns about whether we are seeing a repeat of the Tech Bubble of the late 1990s. Will the rally die? Jim McDonald explains.

Join us to learn how to construct factor-based multi-asset class strategies designed to deliver improved investment outcomes with less risk in a cost-efficient way.

•Identify appropriate strategic asset allocation
•Exploit market dislocations through tactical positioning
•Implement with proven risk factor combinations

Investor concerns over the outlook for growth and politics have been calmed in recent weeks, as economic data has improved and key elections have taken place. Jim McDonald explains.

Where are opportunities for income in this new environment of economic growth, higher inflation and rising rates?

In this new webinar, learn to:
•Use fixed income solutions to potentially maximize yield in a changing interest rate environment
•Deploy cash to create more opportunity
•Use equity as an income source and apply equity factors that make a difference

As our outlook for growth outside the U.S. continues to improve, the world is looking more attractive. Jim McDonald explains in this week's MarketScape.

We upgraded our growth outlook for Europe and developed Asia in January. This month we add to that list. Jim McDonald explains in this week's MarketScape.

Join our experts as we explore factor-based investing and how some approaches to “Smart Beta” may be setting investors up for avoidable pitfalls.

Our Global Equity team will discuss:
•Why factor investing now?
•The importance of portfolio design
•The significance of targeting pure factor exposures

The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:

• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts

Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.

Webinar Hosts:

• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity

Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.

In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist

Stephen Cousins, CFA - Director of Relationship Management, Institutional Group will host this webinar and lead the Q&A using viewer submitted questions.

Wondering what to expect from the markets in 2017 and how this may impact investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions and potential investment solutions.

Join this timely webinar now and learn more about the key themes we'll address:

•2017 Outlook
•Strategic Asset Allocation
•How to implement

Wondering what to expect from the markets in 2017 and how this may impact investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions and potential investment solutions.

Join this timely webinar now and learn more about the key themes we'll address:

•2017 Outlook
•Strategic Asset Allocation
•How to implement

The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:

-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error

Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.

Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.

Join this timely webinar now and learn more about:

-Slow Growth Angst
-Populist Roulette
-Market Cycles in a Cycle-less Economy

Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.

In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Daniel Phillips, CFA - Senior Investment Strategist

Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.

In this video we discuss insights from our recent research that will help you benchmark your business and client service models relative to your peers.
•How the DOL rule and other regulatory moves change the "big picture" on investments
•How index investing and robo advice are changing the landscape
•To what degree is investment management an advisor's principal value-add?
•How views toward the use of third-party asset managers have changed in recent years
•Determining which asset classes may be best suited to external investment managers
•When in-house investment management may make the most sense

The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.

In this webinar you'll hear from:

Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
Michael Hunstad, Ph.D., Director, Quantitative Research