Manager Selection
NTAM Names BlackRock Exec as New President
Daniel Gamba replaces Shundrawn Thomas, who left last summer, at Northern Trust’s asset management arm.
Tag: Northern Trust Asset Management
Risk
What Happens if US Debt Defaults? Just Short-Term Pain, Sages Say
Drawing lessons from history, any federal failure to pay should be a hiccup, albeit an expensive one.
Asset Allocation
Most Promising Real Estate Opportunities? Hint: Not Always in Traditional Segments
Aside from the usual crowd, such as industrials and apartments, oft-overlooked niches beckon, NTAM says. Think: cell towers.
Research
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.
Risk
Here’s Where to Find Opportunities Amid Slow Growth, Says Report
Private equity, hedge funds and high-yield bonds are promising investments for the future, Northern Trust Asset Management advises.
Newsmakers
The Case for ESG Investing, From NTAM’s Sustainability Chief
Julie Moret spells out the need to screen problem investments that could blow up.
Inflation, Duration and Frustration: Investing in a Risk-Filled Fixed-Income Climate
Past havens such as emerging markets offer little protection, so investors are considering high-yield bonds and high-quality equities.
Risk
CFA Signs Up 40 Firms to Follow Its Diversity, Equity and Inclusion Code
Verus Advisory is the latest to join the group of signatories, which so far represent $17 trillion in assets.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.
Manager Selection
Shundrawn Thomas to Leave Northern Trust Asset Management
The asset manager’s president since 2017, he will co-found an investing firm to help female and minority business operators.
Asset Allocation
Low Volatility Stocks Usually Do Well—But There Are Traps
Thinking that these are safe bets, investors don’t realize they can carry other risks, warns Northern Trust Asset Management.
Newsmakers
SEC Plan to Bolster Money Market Funds Stirs Ire
Critics warn that the proposed new rules would drive out investors and plan sponsors.
Asset Managers Hustle to Offer Better-Yielding Cash Funds
With rates pointing up, Northern Trust, BlackRock, and others aim for liquidity-laden institutional clients.
Asset Allocation
Junk Bonds Will Return as Much as Stocks in 2022, Says Northern Trust
Outpaced last year, high yield is in solid shape at a time when stocks may come back to earth, the firm argues.
What Are the Best Value Stocks—and the Ones to Shun?
Northern Trust screens for the top of the class, and also to red-flag the less appealing bargain plays.