Financial Market Update Webinar for Institutional Investors and Consultants

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Carl Tannenbaum - Chief Economist; Bob Browne - Chief Investment Officer; Peter Yi - Dir. Short Duration Fixed Income
Northern Trust investment experts will discuss their perspectives on the state of the financial markets and the implications for institutional investors.
Jun 17 2014
38 mins
Financial Market Update Webinar for Institutional Investors and Consultants
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US Financial Advisors

  • Live and recorded (542)
  • Upcoming (5)
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  • Quality Investing: Managing Risk, Seeking to Deliver Returns Jul 16 2015 8:15 pm UTC 60 mins
    Meggan Friedman & Ben Goetsch, Northern Trust Investment Strategists
    Investors are increasingly turning to quality investing as a way to manage turbulent market conditions. Our research reveals that quality driven strategies historically have offered stronger, more consistent returns with less volatility than other approaches. But “quality” is one of the most overused and hardest-to-define ideas in investing. In this webinar, Northern Trust experts explore the definition of quality as an investing factor, its application across different asset classes, and why these approaches appeal to risk-averse investors.

    Financial advisors attending this webinar will learn how Northern Trust applies the quality factor to equity strategies. Our experts will take a deeper dive into quality and discuss:
    • Our multidimensional definition of quality
    • How the Northern Trust Quality Score (NTQS) helps identify high-quality stocks
    • How our models are tailored to individual market segments
  • Wayne Bowers: The Greek Odyssey Continues Recorded: Jul 6 2015 4 mins
    Wayne Bowers - Chief Investment Officer, Asset Management, EMEA & APAC
    As markets digest the Greek referendum result we ask what does this mean for investors? Wayne Bowers, shares his views.
  • Jim McDonald: Is It Time for a New Grecian Formula? Recorded: Jun 29 2015 4 mins
    Jim McDonald - Chief Investment Strategist
    As the deadline looms & negotiations unravel, what does the situation in Greece mean for investors? Jim McDonald shares our view.
  • Choosing the Factor: Not Which But When Recorded: Jun 24 2015 65 mins
    Brendan Maton (IPE), Mike Hunstad, Meggan Friedman
    Investors interested in reaping the benefits of factor-based investing in their portfolios have long believed the ultimate question to be, “Which factor should I choose?” Our most recent research shows, however, that investors would be better served to ask, “When should I favour each factor?” Our research also suggests that your investment horizon, rather than the timing of incorporating factor based strategies, is key to meeting your objectives.
  • Katie Nixon: Are You Ready for a Rate Hike? Recorded: Jun 22 2015 4 mins
    Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth Management
    The Federal Reserve is on track to raise interest rates for the first time in nine years. Our Wealth Chief Investment Officer Katie Nixon discusses what this means for investors.
  • Financial Market Update Webinar for Institutional Investors and Consultants Recorded: Jun 18 2015 30 mins
    Carl Tannenbaum - Chief Economist Jim McDonald - Chief Investment Strategist
    Northern Trust investment experts 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.
  • Bob Browne: U.S. Jobs Up ... Bond Yields Up ... Equities Up. Is It All Good? Recorded: Jun 15 2015 4 mins
    Bob Browne, CFA - Chief Investment Officer
    ith U.S. equities, yields and jobs up, is the economy at a turning point? Chief Investment Officer Bob Browne discusses what the latest data means to investors.
  • Katie Nixon: Global Bond Yields Spike — Will the Fed Jump Early? Recorded: Jun 8 2015 3 mins
    Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth Management
    What’s behind the recent global bond market volatility and will the Fed follow with earlier than expected — or more aggressive — rate increases?
  • Jim McDonald: Are We Suffering From Seasonal Adjustment Disorder? Recorded: Jun 2 2015 4 mins
    Jim McDonald - Chief Investment Strategist
    Revised U.S. GDP data reflects slower first quarter growth – does this mark the end for economic expansion? Our Chief Investment Strategist shares our view.
  • Factor Tilts: Compensated Risk Factors Recorded: May 28 2015 37 mins
    Meggan Friedman & Ben Goetsch, Northern Trust Investment Strategists
    Although their efficacy conflicts with modern financial theory, style factor tilts have generally outperformed the market over time. But what drives this outperformance, and is it consistent over time?

    Northern Trust investment experts discuss:
    • Origin of factor tilts
    • Historical track record of these strategies
    • Theoretical justification for their effectiveness
  • Evaluating the Efficiency of Smart Beta Strategies Recorded: May 27 2015 60 mins
    John L Krieg, Michael Hunstad, Stefanie J Hest
    Investor appetite for smart beta investing continues to grow, as do the number of smart beta indices but even with indices targeting the same factor, performance varies significantly. In this webinar our team of quantitative equity research experts will take a look at why this is. They will share their analysis on how well smart beta indices capture exposure to compensated risk factors and minimize unintended, uncompensated exposure using our own metric, the Factor Efficiency Ratio (FER). They will answer your questions and help you to understand how this information can guide the decision making for your portfolio.
  • Wayne Bowers: Remember, Corporations Outlive Governments Recorded: May 19 2015 4 mins
    Wayne Bowers - Chief Investment Officer, Asset Management, EMEA & APAC
    How is recent political and economic volatility affecting corporate strategy creation and implementation? Our Chief Investment Officer for EMEA & APAC, Wayne Bowers, shares his views.
  • What DC Plan Participants Want May Surprise You Recorded: May 19 2015 49 mins
    Jim Danaher and Susan Czochara
    Northern Trust DC Solutions experts discuss the results of our 5th Path Forward survey of DC plan sponsors, investment consultants and DC plan participants.

    The research findings provide plan sponsors with recommendations for real-world actions they can take today to help improve the DC retirement system and create better retirement outcomes for American workers.

    The team discusses 5 ways that plan sponsors can help participants improve their retirement outcomes:
    - Step it UP
    - Set Auto Features at Meaningful Levels
    - Provide Projections
    - Streamline Investment Menus
    - Introduce In'Retirement Options
  • Andrew Smith: The "best" strategy vs. the "right" strategy Recorded: May 11 2015 3 mins
    Andrew S.C. Smith, CFA, CAIA, Chief Investment Officer and Managing Executive, Asset Management, Canada
    Northern Trust's Andrew Smith explains why aligning beliefs, values and time horizon is key to turning an investment plan into action.
  • Bob Browne: To Raise or Not to Raise? That is the Question. Recorded: May 5 2015 4 mins
    Bob Browne, CFA - Chief Investment Officer
    The Federal Reserve’s inaction on interest rates is playing out like a Shakespearean drama. Chief Investment Officer Bob Browne examines how the plot may unfold.
  • Volatility Ahead? Interpreting Emerging Investment Trends Recorded: Apr 28 2015 4 mins
    Andrew S.C. Smith, CFA, CAIA, Chief Investment Officer and Managing Executive, Asset Management, Canada
    What do institutional investors' actions signal to the market? Northern Trust's Andrew Smith identifies emerging investment trends.
  • Municipal Fixed Income Sector Outlook Recorded: Apr 23 2015 58 mins
    Stephanie Woeppel, Team Leader Municipal Research & Tim McGregor, Director, Municipal Fixed Income, John Krieg, CFA, CAIA
    The municipal fixed income market offers opportunities for sophisticated investors who appreciate the nuances of the asset class. Any number of factors can impact the credit worthiness of a particular security. Getting it right requires the ability to analyze individual security features, and ultimately, security strength.

    Join our team of municipal fixed income experts who will examine broad sector trends, sector specific indicators, expectations for performance and outliers in this space. Our team will discuss:
    • Expectations for economic activity and implications for municipalities over the next 12-18 months
    • Sectors that appear to be more challenged and those that are improving
    • Incorporating munis in a portfolio to meet specific investment objectives
  • Wayne Bowers: Europe -- Buy The Rumor, Buy The Fact? Recorded: Apr 21 2015 3 mins
    Wayne Bowers - Chief Investment Officer, Asset Management, EMEA & APAC
    Mixed signals on Europe can confuse investors globally. Our Chief Investment Officer for EMEA & APAC, Wayne Bowers, reveals the facts.
  • Challenges of ESG Investing...Regulation Recorded: Apr 15 2015 57 mins
    Daniel Brooksbank, Mamadou-Abou Sarr, François Passant
    This webcast is in partnership with Responsible Investor and Northern Trust Asset Management. With guest speaker, EUROSIF's Executive Director, François Passant.

    ‘Regulation’ is one of the main drivers of ESG growth. This webcast will discuss its impact on the changing shape of Environmental, Social and Governance (ESG).

    We will study the global efforts to pass legislation, implement codes of practice and self-regulation, and aim to understand what each of these efforts means for investors as they look towards incorporating ESG criteria in their portfolios – and whether it will push investors to consider ESG when they otherwise might not.
  • Katie Nixon: The Liquidity Lowdown Recorded: Apr 14 2015 3 mins
    Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth Management
    Robust market demand is being met by strong supply, resulting in fewer sources of liquidity. Find out what limited market liquidity could mean for investors.
Global Investment Solutions
Northern Trust delivers investment solutions to institutional and high net worth investors around the globe. Asset Management at Northern Trust begins with listening - in order to develop thoughtful solutions to your unique investment objectives.

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  • Title: Financial Market Update Webinar for Institutional Investors and Consultants
  • Live at: Jun 17 2014 6:00 pm
  • Presented by: Carl Tannenbaum - Chief Economist; Bob Browne - Chief Investment Officer; Peter Yi - Dir. Short Duration Fixed Income
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