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The Next 5 Years: What Investors Can Expect

Get an inside look into our new capital market assumptions research, including key investment themes shifting global risk, return and asset allocation over the next five years — and what it means for investors.

Key themes include:
-Global Growth Restructuring
-Irreconcilable Differences
-Executive Power Play
Recorded Sep 24 2019 57 mins
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Presented by
Bob Browne, CFA, Chief Investment Officer and Jim McDonald, Chief Investment Strategiest
Presentation preview: The Next 5 Years: What Investors Can Expect
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  • Time to (Re)Consider The Value Factor Recorded: Nov 6 2019 64 mins
    Michael Hunstad, Phd, and Diana Olteanu-Veerman, Northern Trust Asset Management; Brendan Maton, IPE
    Over the past 10 years, many value strategies have suffered from the use of over simplified metrics and inefficiencies in portfolio construction. We believe the Value factor is still robust and can generate excess returns over the long term.

    In this webinar, our quantitative research team explores how taking a multi-dimensional approach and combining value with specific factors may improve risk-adjusted returns. Key topics include:

    UNDERSTANDING THE VALUE CYCLE
    After a prolonged period of underperformance, the macro environment seems to be shifting in favour of the value factor.

    THE IMPORTANCE OF DEFINITION AND METRICS
    A holistic approach based on current, normalized and prospective valuations, along with consideration of regional and sectorial specifics is essential to identify undervalued stocks.

    MITIGATING UNINTENDED RISKS
    Combining Value with Quality and Momentum whilst remaining country and sector neutral helps maximise the intended factor exposure within a risk-controlled framework.

    Presented by:
    Michael Hunstad, Phd, head of quantitative strategies and Diana Olteanu-Veerman, quantitative equity senior strategist - Northern Trust Asset Management

    Moderator: Brendan Maton
  • The Next 5 Years: What Investors Can Expect Recorded: Sep 24 2019 57 mins
    Bob Browne, CFA, Chief Investment Officer and Jim McDonald, Chief Investment Strategiest
    Get an inside look into our new capital market assumptions research, including key investment themes shifting global risk, return and asset allocation over the next five years — and what it means for investors.

    Key themes include:
    -Global Growth Restructuring
    -Irreconcilable Differences
    -Executive Power Play
  • How Multi-Asset Strategies Deliver Recorded: Sep 19 2019 1 min
    Melinda Mecca, Director of Investment Solutions
    Slowing global growth — and the drag on performance that may result — means investors are searching for innovative ways to achieve their desired outcomes. They may find the answer in strategies that package investment skill, risk management and tactical flexibility, all in one.
  • 3 Ways to Build Business with Multi-Asset Strategies Recorded: Sep 19 2019 1 min
    Melinda Mecca, Director of Investment Solutions
    Advisors spend about 25 hours a week on investment functions, cutting into time for finding new clients and building holistic financial plans for current clients. Not to mention time for today’s increasingly complex fiduciary responsibilities. Here’s how multi-asset strategies can help.
  • How Multi-Asset Strategies Deliver Recorded: Sep 19 2019 2 mins
    Melinda Mecca, Director of Investment Solutions
    Slowing global growth — and the drag on performance that may result — means investors are searching for innovative ways to achieve their desired outcomes. They may find the answer in strategies that package investment skill, risk management and tactical flexibility, all in one.
  • 3 Ways to Build Business with Multi-Asset Strategies Recorded: Sep 19 2019 2 mins
    Melinda Mecca, Director of Investment Solutions
    Advisors spend about 25 hours a week on investment functions, cutting into time for finding new clients and building holistic financial plans for current clients. Not to mention time for today’s increasingly complex fiduciary responsibilities. Here’s how multi-asset strategies can help.
  • Factor Research Quarterly: Recalibrating Factor Portfolios for Volatility Recorded: Sep 10 2019 35 mins
    Michael Hunstad, PhD, Head of Quantitative Strategies, and Manan Mehta, Senior Quantitative Research Analyst
    Market volatility persists and volatility spikes are becoming more frequent. Recently, interest rates have started moving lower and are expected to continue their decline. Add in lower global growth forecasts and it’s time to revisit expectations for factor performance.

    Join the Quantitative Research team as they explore the following topics:

    -Structural shifts in the market volatility regime and how Low Volatility and other factors stand to benefit.
    -Factor performance across interest rate regimes and how factor strategies with better risk controls help manage interest rate risk across the portfolio.
    -Factor performance and valuation globally.
  • Portfolio Construction 2.0 - Factors at the Core Recorded: Sep 10 2019 63 mins
    Michael Hunstad and Jordan Dekhayser, Northern Trust Asset Management; Brendan Maton, IPE
    Current macroeconomic circumstances combined with exceptional asset performance over the past decade are lowering return expectations going forward. This context will make it challenging for pension funds, insurance companies and other liabilities managers to achieve their returns objectives with a traditional core/satellite approach.

    Join our webinar where Michael Hunstad, PhD, Head of Quantitative Strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy will explore the following three topics that take another look at portfolio construction:

    - Factors at the Core
    Efficiently designed factor-based strategies are ideal for the core of a portfolio because they may provide higher returns than a pure passive portfolio for a modest amount of active risk, resulting in a considerably higher information ratio.

    - The Tracking Error Challenge
    Calibrating tracking error is crucial to target higher returns while mitigating the probability of underperformance. Staying disciplined during inevitable cyclical drawdowns is harder than it sounds but well worth it in the long run.

    - Multi-Factor Portfolios
    Because style factors are prone to sustained periods of underperformance, combining different factors that are unique drivers of return can help smooth down the cycles. We will look at the most efficient multi-factor strategies and how they help meet investors’ specific objectives.

    Presented by:
    - Michael Hunstad, PhD, Head of Quantitative Strategies, Northern Trust Asset Management
    - Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy, Northern Trust Asset Management

    Moderated by:
    - Brendan Maton, IPE
  • Institutional Investor Network: Strengthening Your Portfolio Core Recorded: Aug 21 2019 49 mins
    Michael Hunstad, PhD, Head of Quantitative Strategies, and Jordan Dekhayser, CFA, Head of Quantitative Equity Research
    There have been more than 48 large volatility shocks since 2007*, and this pattern is unlikely to change. Institutions around the globe are finding themselves in a unique market environment as a result of seismic shifts in market fundamentals, central banks lowering interest rates and questionable quantitative easing programs. Government agencies continue to use these levers in a manner that is unsustainable – making volatility more prevalent and unpredictable than ever before.

    Join Michael Hunstad, Ph.D., Head of Quantitative Strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy, as they discuss key approaches to help capitalize on the new age of portfolio risks:

    • Uncover the common pitfalls in traditional portfolio de-risking methods
    • What to look for in low volatility investment strategies (spoiler alert, it’s not just lower beta exposures)
    • Potential changes to your passive core portfolio that will strengthen your active satellite

    *Volatilty shocks greater than 5 points. Volatility increases are represented by any increase in the VIX daily, as of December 31, 2018.

    Note: By registering for this webinar, you agree to share your contact information with, and be contacted by, Northern Trust Asset Management.
  • Katie Nixon: Say What You Mean, and Mean What You Say Recorded: Jul 29 2019 3 mins
    Katie Nixon - Chief Investment Officer, Wealth Management
    All eyes are on the U.S. Federal Reserve this week. While most investors expect an interest rate cut, recent Fed communication has reflected some lack of consensus on the magnitude. Katie Nixon takes a closer look.
  • Michael Hunstad: The Active Risk Storm Recorded: Jul 22 2019 3 mins
    Michael Hunstad, Ph.D., Head of Quantitative Strategies
    Most active managers underperformed their benchmarks in the first half of 2019. The media has chalked this underperformance up to shoddy sources of alpha and overbought investment strategies. We feel this view is short sighted. Head of Quantitative Strategies Michael Hunstad explains.
  • Jim McDonald: Growth Signals Recorded: Jul 15 2019 3 mins
    Jim McDonald, Chief Investment Strategist
    We think strong signals from the credit markets should offset the concerns about the slope of the yield curve. Chief Investment Strategist Jim McDonald explains.
  • Katie Nixon: A Look Beyond the Short-Term Earnings Bumps Recorded: Jul 8 2019 3 mins
    Katie Nixon - Chief Investment Officer, Wealth Management
    As we sit at market highs, and at the beginning of earnings season, Katie Nixon takes a look at what may drive markets higher going forward.
  • Wouter Sturkenboom: Advent of Global Easing Recorded: Jul 1 2019 3 mins
    Wouter Sturkenboom, Chief Investment Strategist EMEA & APAC
    Central banks across the world have either started easing monetary policy or signaled they will do so soon. We believe this is the advent of a global easing cycle. Chief Investment Strategist EMEA & APAC Wouter Sturkenboom explains.
  • Peter Yi: A Missed Opportunity for the Fed Recorded: Jun 24 2019 3 mins
    Peter Yi, CFA - Director of Short Duration Fixed Income
    Short-term rates were unchanged last week by the Federal Open Market Committee. We think this was a missed opportunity for the Fed to get in front of the market. Peter Yi, director of short duration fixed income, explains.
  • Jim McDonald: Interest Rate Relief Valve Recorded: Jun 17 2019 3 mins
    Jim McDonald, Chief Investment Strategist
    Global growth obstacles are rising as trade tensions build, but we expect lower U.S. interest rates to help soften the blow. Chief Investment Strategist Jim McDonald explains.
  • Katie Nixon: Bond Markets Are Screaming Recorded: Jun 10 2019 3 mins
    Katie Nixon - Chief Investment Officer, Wealth Management
    Global bond markets are screaming right now, driving interest rates down with the hopes of capturing the attention of central bankers. Katie Nixon explains.
  • Michael Hunstad: Don't Fear Volatility, Fear Negative Skew Recorded: Jun 3 2019 3 mins
    Michael Hunstad, Ph.D., Head of Quantitative Strategies
    We are seeing a strong negative return skew for the first time since October 2018. Investors should come to expect the negative skew and prepare accordingly. Head of Quantitative Strategies Michael Hunstad explains
  • Factor Research Quarterly: Capturing the Value Premium in the "New" Economy Recorded: May 29 2019 39 mins
    Michael Hunstad, PhD, Head of Quantitative Strategies, and Manan Mehta, Senior Quantitative Research Analyst
    Value stock returns have been lagging growth stocks for a number of years, leading to mixed performance for investors. Our experts discuss the need for valuation models to evolve to deal with secular trends in the economy and industry sectors to effectively capture the Value factor.

    As sustainable investing becomes increasingly important to investors, we will also dive deeper into the performance drivers of ESG strategies.


    Key topics:

    -Capturing the Value Premium in the "New" Economy
    -Breaking down ESG Performance
    -Factor Valuations and Forecasts
  • Fact(or) Fiction: The Truth About Factors Recorded: May 21 2019 2 mins
    Abdur Nimeri, Ph.D., Head of Institutional Multi-Asset Programs
    The historical outperformance of select factors has piqued the interest of advisors. But as with anything new, sometimes it’s hard to separate fact from fiction. We set the record straight, in 60 seconds.
Global Investment Manager
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.

Entrusted with $975 billion in assets,* we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.

As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

*Assets under management as of June 30, 2019.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors Inc., 50 South Capital Advisors, LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
Important disclosures: https://www.northerntrust.com/united-states/terms-and-conditions

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  • Title: The Next 5 Years: What Investors Can Expect
  • Live at: Sep 24 2019 6:00 pm
  • Presented by: Bob Browne, CFA, Chief Investment Officer and Jim McDonald, Chief Investment Strategiest
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