The Next Five-Years: What Investors Can Expect – Northern Trust -9.15.21

Overview:

Title: The Next Five-Years: What Investors Can Expect
Date: Wednesday, September 15, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. Equity market returns in the past five years have outpaced even the most optimistic forecasts — and that was with a pandemic in the middle of it all. With this backdrop we ask the perennial question: Where do we go from here? Get an inside look into our new capital market assumptions research. During this practical application session, 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.

Speakers:

Daniel Phillips, CFA Daniel Phillips, CFA Director of Asset Allocation Strategy Northern Trust Asset Management

Daniel J. Phillips is the director of asset allocation strategy for Northern Trust Asset Management. He is also an Investment Policy Committee member, and portfolio manager for Northern Trust’s Global Tactical Asset Allocation Fund. As a director of asset allocation strategy, Daniel is responsible for overseeing the firm’s asset allocation process and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook. This product is published annually, and provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe. As a member of Northern Trust’s Investment Policy Committee, Daniel is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations. As a portfolio manager for the Global Tactical Asset Allocation Fund, Daniel is responsible for the management of a globally diversified portfolio. Daniel monitors the asset allocation framework to ensure the allocation is aligned with the firm’s evolving investment views and changing market and economic conditions. Daniel received his bachelor’s degree in finance and economics from the University of Iowa and his MBA in finance, economics, and international business from the University of Chicago. He is a CFA® charterholder.

Colin Robertson Colin Robertson Head of Fixed Income Northern Trust Asset Management

Colin Robertson is an executive vice president and head of fixed income for Northern Trust Asset Management. Colin is responsible for overseeing fixed income investments for individual and institutional investment management accounts at Northern Trust as well as for Northern Funds and Northern Institutional Funds. Through his leadership managing interest rate-sensitive and credit-sensitive fixed income portfolios, Northern Trust has built a world-class fixed income team, investment process and products. Prior to joining Northern Trust as a senior vice president in July 1999, Colin worked for Mellon Financial Corporation where he was the chief investment officer of Mellon Global Securities Lending. At the same time, Colin was a senior manager representing investment activities for Mellon Capital Management and the Boston Company. Prior to Mellon Financial, Colin managed short/intermediate money for Harris Investment Management. In addition, he has seven years of experience as a sell side trader of mortgages, treasuries, asset-backed, corporate, agency and various other fixed income asset types across the entire yield curve spectrum. Colin is a board member of the American Bankers Association Investment Advisory Committee. In addition, Colin is a former trustee of the LaGrange, Illinois, Firemen’s Pension Fund, and a former board member and vice president of the LaGrange, Illinois, Policemen’s Pension Fund. Colin received a bachelor’s degree in business from Indiana University and an MBA degree in finance/international management from the Kellogg Graduate School at Northwestern University.