Northern Trust Asset Management

In its November meeting, the Fed lowered interest rates by a quarter point and clarified its approach to policy while steering clear of election discussions. Watch MarketScape for more - for U.S.: https://lnkd.in/gzAnGn3J & all other regions: https://lnkd.in/g2tR4Kff

Rising global geopolitical tensions are causing uncertainty that could affect markets through its impact on economic data and central bank policy. We believe the interest rate cut path is unlikely to change for the remainder of 2024, with the BoE and Fed cutting rates in November and the ECB and Fed cutting rates in December, bar any severe market stress, while the BoE pauses in December. For more insights, subscribe to our Liquidity Link newsletter: https://lnkd.in/gHvq9DtC

The results are here. We recently partnered with TMI - Treasury Management International to launch the Corporate Treasury Survey Report to understand how treasurers are balancing risk and return in short term investments. This comprehensive study captured responses from 251 corporates, combining detailed participant feedback with industry insights from several NTAM experts. Take a look at the video below to learn key themes and takeaways from the survey. Download the full survey here: https://lnkd.in/guwmhHsR

See what happened to markets today after the Republican election win yesterday - for U.S.: https://lnkd.in/gQwC_7Km & all other regions: https://lnkd.in/gVZ25n3Z #investing

Republican wins may signal changes across markets. What does this mean for investors? Watch MarketScape to get our take - for U.S.: https://lnkd.in/gDCJZDbm & all other regions: https://lnkd.in/g6hdSHZF

The question on many investors’ minds: why high yield? Compared to a decade ago, the quality of the high yield market has improved, giving investors compelling opportunities for capital appreciation while seeking to mitigate the risk of losses. Curious to learn more? Take a look at our new high-yield overview – For. U.S.: https://lnkd.in/ggpPVn3P & all other regions: https://lnkd.in/guj6UD_K

We’re pleased to announce that Robert Eaton has joined NTAM as Senior Relationship Manager within our Wealth Client Group. With over 20 years of industry experience, Robert is a seasoned professional whose expertise will help us deliver innovative solutions to support wealth managers and their clients. Welcome to NTAM, Robert! Read more: https://lnkd.in/g-Tqtfjf

We’re excited to share that NTAM’s Head of International John McCareins will take the mainstage at the FT Live Future of Asset Management Europe Conference on November 12 in London. Be sure to join John’s panel session “Does the pure play asset management model have a future?” to hear timely industry insights and discover ways asset managers are aiming to strategically position themselves for success in the European market. View panel details here: https://lnkd.in/g_8dX2VJ

As U.S. election decisions approach, potential tax changes could reshape the investment landscape. To prepare, investors should evaluate the impact of different election outcomes against their individual circumstances. Watch our latest MarketScape for more - for U.S.: https://lnkd.in/g4J-Xi8K & all other regions: https://lnkd.in/gVB6prwp

Election 2024: We analyze what proposed tax policies could mean for investors. For U.S.: https://lnkd.in/gHr2vekT & all other regions: https://lnkd.in/gYvM8-ia #2024