As COVID-19 and economic uncertainty continues to shake global markets leading to unprecedented market volatility and Fed rate cuts, this webcast will provide a fixed income market update, outlook and insights into portfolio positioning.
Join our global head of fixed income as he shares our view on market liquidity, interest rates, credit spreads, money markets, and tactical opportunities in the investment grade and high yield space.
RecordedMar 24 202051 mins
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Colin Robertson, Head of Global Fixed Income, Northern Trust Asset Management
As COVID-19 and economic uncertainty continues to shake global markets leading to unprecedented market volatility and Fed rate cuts, this webcast will provide a fixed income market update, outlook and insights into portfolio positioning.
Join our global head of fixed income as he shares our view on market liquidity, interest rates, credit spreads, money markets, and tactical opportunities in the investment grade and high yield space.
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.
Michael Hunstad, Ph.D., Northern Trust Asset Management Head of Quantitative Strategies
Are we heading toward a pricing cliff for factor-based strategies? Michael Hunstad provides some opportunities to consider when contemplating factor-based investments.
• Factors typically do well when equity market returns are relatively benign
• Factors may provide excess return to a portfolio
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.
Bob Browne, CFA, Northern Trust Chief Investment Officer
Many investors are concerned about recent volatility, but it’s really a return to the norm. However, there are two events we think may cause more volatility in the markets.
Michael Hunstad, Head of Quantitative Strategies: Andrew Knell, Senior Investment Strategist, Northern Trust Asset Management
Volatility has returned in markets across the world. In this quarter's call, our top quantitative experts discuss how factors have behaved as a result of volatility in the last quarter.
With the U.S. 10-year Treasury yield decisively breaking 3% this past week, and the Fed likely to hike again in June, CIO Bob Browne revisits our view on rate hikes and bond yields.
Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management
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.
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:
-Climate change
-Resource scarcity
-Population dynamics
The global economy is showing broad momentum and inflation is putting little pressure on monetary policy. Can this global momentum continue in 2018? Jim McDonald explains.
With Bitcoin breaking $10,000 and equity markets hitting new highs, it easy to get caught up in market prices. But don’t take your eyes off the true drivers of our economy.
Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management
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.
Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management
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.
The U.S. economy is approaching eight full years of economic expansion, unemployment continues to decline while equity markets continue to make new highs. So, why are bond yields so low?
Northern Trust Asset Management is part of the Northern Trust family – one of the world’s leading asset management firms. We are committed to helping financial professionals deliver quality investment products and solutions to their clients.
Navigating the Current Fixed Income EnvironmentColin Robertson, Head of Global Fixed Income, Northern Trust Asset Management[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]50 mins