Financial Market Update - June 16, 2016
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
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Recorded
Jun 16 2016
35 mins
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Presented by
Carl Tannenbaum - Chief Economist; Jim McDonald - Chief Investment Strategist
Carl Tannenbaum - Chief Economist; Jim McDonald - Chief Investment Strategist
Presentation preview:
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Capital Market Assumptions: 5-Year Market Outlook Sep 20 2018 3:00 pm UTC 60 mins
Jim McDonald - Chief Investment Strategist & Bob Browne, CFA - Chief Investment OfficerNorthern Trust's investment experts analyze the forces shaping the investment landscape for the coming years. -
Factor Research Quarterly: Forecasts & Market Events Aug 29 2018 2:00 pm UTC 45 mins
Michael Hunstad, PhD, Head of Quantitative Strategies; Andrew Knell, Senior Investment StrategistIn this quarter's call, our top experts discuss how factors have behaved in the recent market environment. You'll gain insight into:
•What to expect from small caps in a volatile environment
•Why your value investments may be underperforming
•Current factor valuations and forecasts
Get an inside look at how our top experts are viewing today's biggest headlines through a factor lens. -
Peter Yi: Cash is Back Recorded: Aug 13 2018 3 mins
Peter Yi, CFA - Director, Short Duration Fixed IncomeOver the last 10 years, investors have become conditioned to believe cash investments, such as money market funds, were simply a return of principle rather than a return on principal. But times are changing. Peter Yi explains. -
Bob Browne: China Struggles with Trade Consequences Recorded: Aug 6 2018 4 mins
Bob Browne, CFA - Chief Investment OfficerThe U.S. is leading the charge on one of our key Capital Market Assumption themes - the Global (Re)Positioning System - and China is left struggling with its consequences. Bob Browne explains. -
Katie Nixon: How to View Emerging Markets Obstacles Recorded: Jul 30 2018 3 mins
Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth ManagementEmerging markets have shown significant capital outflows and underperformance this year as investors reassess their exposure. Katie Nixon breaks down the issues. -
Bob Browne: Executive Power Drive Kicks Into Gear Recorded: Jul 23 2018 3 mins
Bob Browne CFA - Chief Investment OfficerThe prospect of the Federal Reserve raising rates recently got a reaction from President Donald Trump. This broke a 40-year tradition of U.S. presidents not commenting on monetary policy. Bob Browne gives our take. -
Jim McDonald: Give Me Credit Recorded: Jul 16 2018 3 mins
Jim McDonald - Chief Investment StrategistInterest 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. -
Michael Hunstad: Two Factor Investing Trends and How to Capitalize of Them Recorded: Jul 9 2018 3 mins
Michael Hunstad, Ph.D. - Head of Quantitative StrategiesTwo important trends in factor investing have emerged recently. Head of Quantitative Strategies Michael Hunstad reveals how to leverage them in your portfolio. -
Lincoln Ellis: Is an All-Out Trade War on the Horizon? Recorded: Jun 25 2018 4 mins
Lincoln Ellis - Senior Investment StrategistGlobal markets have reacted negatively to the heated trade environment and are concerned about the possibility of an all-out trade war. Senior Investment Strategist, Lincoln Ellis discusses what this could mean for investors. -
Bob Browne: Wake Up and Smell the Economy Recorded: Jun 18 2018 3 mins
Bob Browne, CFA - Chief Investment OfficerDespite the Federal Reserve rate hike, and an indication of more hikes yet to come, the 10-year Treasury yield actually declined. CIO Bob Browne explains what this means for investors and the economy. -
Jim McDonald: Momentum Shifting to U.S. Recorded: Jun 11 2018 3 mins
Jim McDonald - Chief Investment StrategistWe recommended a shift in asset allocation toward U.S. assets this month. Jim McDonald explains what this could mean for investors. -
Michael Hunstad: Time to Rethink Your Small Cap Allocation Recorded: Jun 4 2018 3 mins
Michael Hunstad, Ph.D. - Head of Quantitative StrategiesU.S. small cap stocks have been showing strong performance. Head of Quantitative Strategies Michael Hunstad explores what is driving the returns, and if it is signaling the resurgence of the small size premium. -
Corporate Pensions: The Bottom Line Recorded: May 31 2018 28 mins
Dan Kutliroff, Head of Solutions Strategy; Sarvesh Soi, FCA, EA, CFA, Pension Risk StrategistPlease join us for an inside look at corporate pension trends beyond just the top line funded status and the effects those trends are having on bottom lines. -
Factor Research Quarterly: The Return of Volatility Recorded: May 23 2018 44 mins
Michael Hunstad, Head of Quantitative Strategies: Andrew Knell, Senior Investment Strategist, Northern Trust Asset ManagementVolatility 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. -
Bob Browne: One and Done for the Fed Recorded: May 21 2018 3 mins
Bob Browne, CFA - Chief Investment OfficerWith 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. -
Jim McDonald: Growth and Inflation Cooling Off Recorded: May 14 2018 3 mins
Jim McDonald - Chief Investment StrategistWe expect growth to moderate over the next year, along with inflation anxieties. Jim McDonald explains what this could mean for investors. -
Colin Robertson: Fed Rate Hike Could Be a Mistake Recorded: May 7 2018 2 mins
Colin Robertson, Managing Director, Fixed Income GroupWhile the Fed is likely to raise rates in June, we think it could be a mistake. Colin Robertson, explains. -
Katie Nixon: What Busting Through the 3% Yield Means Recorded: Apr 30 2018 3 mins
Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth ManagementWhat does a 3% yield on the 10-year Treasury bond mean for investors? Katie Nixon explains. -
Factor-based Investing: Dilution - The Biggest Enemy of Portfolio Success Recorded: Apr 24 2018 51 mins
Michael Hunstad, PhD, Head, Quantitative Strategies, and Jordan Dekhayser, CFA, Equity Strategist, Northern TrustNorthern Trust Asset Management’s quantitative research group has performed comprehensive analysis on 300+ institutional portfolios, and they often find the same problem: dilution of material equity exposure is causing portfolios to underperform. In this session, we will take a deep dive into the root cause of common dilution outcomes at the portfolio and strategy level, and what you can do to fix it. -
Michael Hunstad: Avoid These 2 Low-Vol Factor Strategy Pitfalls Recorded: Apr 23 2018 3 mins
Michael Hunstad, Ph.D. - Head of Quantitative StrategiesMany low volatility strategies have been unsuccessful at protecting investors from drawdowns. This can be traced to two major design flaws.
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As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors.
With $954 billion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.
Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions. And our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-manager solutions that are available in a variety of investment vehicles. At Northern Trust Asset Management, we are committed to delivering unparalleled service and expertise with the highest ethical standards. Learn more at northerntrust.com/strength.
*As of March 31, 2018. Northern Trust Asset Management comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc. and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
Important disclosures: https://www.northerntrust.com/asset-management-social-media-disclosure
With $954 billion in total assets under management,* and a long-standing history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.
Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions. And our comprehensive asset class offering includes passive, factor-based, fundamental active and multi-manager solutions that are available in a variety of investment vehicles. At Northern Trust Asset Management, we are committed to delivering unparalleled service and expertise with the highest ethical standards. Learn more at northerntrust.com/strength.
*As of March 31, 2018. Northern Trust Asset Management comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc. and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
Important disclosures: https://www.northerntrust.com/asset-management-social-media-disclosure
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- Title: Financial Market Update - June 16, 2016
- Live at: Jun 16 2016 6:00 pm
- Presented by: Carl Tannenbaum - Chief Economist; Jim McDonald - Chief Investment Strategist
- From:
