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What will 2025 hold for investors amid the prospect for sweeping governmental policy changes with a backdrop of lower inflation and a rising yield curve? Join our experts and gain practical insight into:
- The Economic Environment: Will a Trump presidency usher in sweeping tariffs and stringent immigration controls as promised during the campaign? And if so, what impact might that have on inflation and Gross Domestic Product?
- 2025 Market Drivers: We will discuss potential government policies and related spending scenarios along with other market dynamics that are likely to impact the bond and equity markets in the coming year.
- Portfolio Positioning: Based on our outlook for 2025, we will identify key takeaways to consider when constructing and managing client portfolios.
Join us to gain valuable insights that can help shape client portfolios for 2025. Accepted for 1 CFP® / IWI / CFA CE Credit
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Michael Hunstad is Deputy Chief Investment Officer and Chief Investment Officer of Global Equities for Northern Trust Asset Management. Michael is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies. Additionally, he assists with the development of investment vision, strategy portfolio construction and risk management framework for the firm’s broad investment platform.
Previously, Michael was Head of Quantitative Strategies where he was responsible for leading Northern Trust Asset Management’s factor based research, portfolio management and product development programs. Before joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Prior to that role, he was head of quantitative asset allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund.
Michael has also served as an adjunct professor at the Illinois Institute of Technology. Michael holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor’s degree in economics. |
Anwiti Bahuguna, Ph.D., is chief investment officer of global asset allocation for Northern Trust Asset Management. She is responsible for managing investment performance, process and philosophy for multi-asset strategies globally. Anwiti leads NTAM’s strategic asset allocation, tactical asset allocation and capital market assumptions, and oversees the portfolio construction group and multi-manager business.
With 25 years of investment industry experience, Anwiti has built and strengthened global investment teams and developed multi-asset strategies using equities, fixed income and alternative investments. In her two decades at Columbia Threadneedle, she served as head of U.S. multi-asset strategy and was responsible for approximately $45 billion in assets under management. Additionally, Anwiti was lead portfolio manager for the firm’s asset allocation funds and separately managed accounts. She also contributed to the firm’s capital market assumptions, strategic asset allocation, tactical asset allocation, manager selection and derivative overlays.
Anwiti earned a doctorate in economics from Northeastern University and a bachelor’s degree in economics and mathematics from St. Stephen’s College, Delhi University. She serves on the Board of Ammonoosuc Conservation Trust, where she is also a member of the finance committee. Anwiti frequently has been quoted in the Wall Street Journal, Financial Times and Barron’s and has been interviewed on CNBC and Bloomberg. |
