Northern Trust – The Next Five-Years: What Investors Can Expect – 9.9.20

Summary:

Now On Demand.

As the COVID-19 pandemic continues to create uncertainty in global markets, get an inside look into our new capital market assumptions research. Learn about the key investment themes shifting the global asset allocation, risk and return landscape over the next five years – and what it means for investors.

Join our chief investment officer and chief investment strategist as they explore six key themes:

• Retooling Global Growth
• Massive Monetary Toolkit
• Stuckflation Tested
• One World, Two Systems
• Reimagining Capitalism
• Stay Focused on Climate Risk

Speakers:

Bob Browne is executive vice president and chief investment officer for Northern Trust. He is a member of Northern Trust’s Management Group. He is also a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund.

Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has 30 years of investment experience.

From 2004 to 2009, Bob worked for ING Investment Management and was the firm’s chief investment officer for fixed income and proprietary investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and managing partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was co-head of Americas fixed income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.

Bob holds a bachelor’s degree with a major in economics from the College of the Holy Cross. He also has a master’s in international business studies from the University of South Carolina. Bob is a CFA^® charterholder.

Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He is responsible for overseeing the strategic and tactical asset allocation policy for our institutional and wealth management clients globally. He chairs the Northern Trust Tactical Asset Allocation Committee and is a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund. In addition, he is a member of the Investment Policy Committee and trustee of the 50 South Capital Alpha Strategies hedge fund.

Prior to joining Northern Trust in 2001 as the director of equity research, Jim was director of equity research at ABN AMRO in New York and Chicago (1994-2000) and an equity research analyst at ABN AMRO following the environmental services industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

Jim received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA^® Society of Chicago and a registered CPA in the state of Michigan.