Our forecast for fixed income calls for continued low interest rates and relatively steady credit spreads for the next five years, leading to lower returns. Given this outlook, our head of quantitative strategies explores how investors can seek more from their fixed income investments.
RecordedSep 10 20183 mins
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Colin Robertson - Managing Director, Fixed Income Group
The Federal Reserve meeting last week represented a monumental outlook shift compared to just six weeks ago. As we see it, the Fed’s next move could just as likely be a rate reduction. Colin Robertson explains.
The wild ride in the equity markets continues as stocks have recovered from losses a mere few weeks ago. There is an important take away from this roller coaster ride. Katie Nixon explains.
Market volatility around the Federal Reserve and global trade might have investors worried about what 2019 will bring. While global growth may take a hit, we think there’s still plenty of room in left in this long and slow expansion. Learn more about our return forecasts and asset class views for 2019.
Michael Hunstad, Ph.D. - Head of Quantitative Strategies
Equity markets took a beating in December, but taking yourself out of the game now could be costly. Our head of quantitative strategies outlines a better way to defend your portfolio for the New Year.
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.
It is important for investors to have good general rules which guide them, but sometimes there are important exceptions. The upcoming Federal Reserve meeting is an excellent example of this. Bob Browne explains.
Colin Robertson - Managing Director, Fixed Income Group
2018 was a volatile and challenging year for fixed income, with negative total returns in the U.S. due to rate hikes and higher long-term yields. Colin Robertson explains what we expect for 2019.
John O. Keshner, Managing Director, Endowments and Foundations
Learn about best practices in investment committee governance from John O. Keshner, Managing Director for Endowments and Foundations at Northern Trust Asset Management, as he reveals key findings from the 2018 Investment Committee Governance Practices Survey.
Michael Hunstad, PhD, Head of Quantitative Strategies; Toby Stannard, CFA, Quantitative Equity Strategist
For quick and timely insights on the most recent equity factor performance, forecasts and market events, tune into our upcoming Factor Research Quarterly. We’ll discuss:
- Market volatility: the factor winners and losers
- 5-year investment themes through a factor lens
- Translating top-down views into factors
- Factor valuations and forecasts
After returning a whopping 7.7% in the third quarter, the S&P 500 is now down year-to-date. Why are equities suddenly turning for the worse and what should investors be doing in response? Bob Browne explains.
Today’s advisors demand multi-asset class solutions that do more than just offer diversification. We think these six key pillars form the foundation of what advisors want in today’s multi-asset class investing.
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 $885 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 December 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
Michael Hunstad - Factors Work for Bonds TooMichael Hunstad, Ph.D. - Head of Quantitative Strategies[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]2 mins