Northern Trust Asset Management

Fed Chair Powell’s comments at Jackson Hole on a potential September rate cut were more explicit than before. See our analysis - for U.S.: https://lnkd.in/gSNX6i6M & all other regions: https://lnkd.in/gP62gY-d #investing

Explore how strong fundamentals and a resilient economy may position high-yield bonds as a potentially compelling choice in today’s fluctuating market. Watch MarketScape to get our take - for U.S.: https://lnkd.in/gcBXXskK & all other regions: https://lnkd.in/gKPYh_MN

The Federal Reserve is considering a rate cut in September, contingent on favorable economic conditions and key inflation data, signaling a potential shift in monetary policy. Share your thoughts about the Fed’s recent announcement in our poll below. Be sure to take a look at our previous MarketScape for more - for U.S.: https://lnkd.in/gGMvpQFi & all other regions: https://lnkd.in/gsE-tqcu

What does the investment manager of the future look like – and how will our industry meet its evolving requirements? Watch as Northern Trust's leaders of asset servicing and asset management, Pete Cherecwich and Daniel Gamba, CFA share views with correspondent Emma Walden at IMpower Incorporating FundForum – including why delivering solutions at scale and enhancing customization and insights through technology represents the future of the investment industry.

We’re looking forward to attending the International Foundation of Employee Benefit Plans (IFEBP) upcoming Canadian Investment Institute Conference from August 19-21, in Vancouver, British Columbia. Be sure to keep an eye out for the NTAM booth and mark your calendars for our speaker session that will be led by Chip Davis on August 21. View the full conference agenda here: https://lnkd.in/dTDKDBkn We hope to see you there! For Use with Financial Professionals Only. Not For Retail Use.

We’re pleased to announce that Paul Clark has joined NTAM as Global Head of Stewardship. Paul joins us with over 35 years of industry experience. Under his leadership, our stewardship practice will continue to evolve, supporting our efforts as we continuously seek to deliver world-class solutions and excellent client service. Welcome to NTAM, Paul! For more: https://lnkd.in/e2ATmUkT

Market expectations for Fed rate cuts repriced on recent lower inflation data, weaker employment data and continuing geopolitical risks. Weakness in risk assets and an uptick in equity volatility has caused investors to seek the safety of U.S. Treasuries, which may well be distorting the actual expectation for easing, appearing more likely than it really is. For more insights, subscribe to our Liquidity Link newsletter: https://lnkd.in/gnCeYj3H

In response to the recent market sell-off, we’re hosting a special What’s the Market Missing? webcast. Join us as our experts explore the causes of the current market conditions and share disciplined investment approaches. ·      North America on August 7 at 9:00am CT: https://lnkd.in/gUerQbxN ·      EMEA on August 7 at 15.00 BST | 16.00 CEST | 18.00 GST: https://lnkd.in/gmDbeTGY ·      APAC on August 8 at 9.30am HKT | 11.30am AEDT | 1.30pm NZT: https://lnkd.in/gSF22_5P For Use with Financial Professionals Only. Not For Retail Use.

Since April, we have pointed to September as the most likely timing for the start of Fed rate cuts. This has been our base case, and now, with recent progress on inflation and a normalizing labor market, it appears to be the Fed’s base case, too. Watch our latest Marketscape to learn more - for U.S: https://lnkd.in/gi3WMNeN & all other regions: https://lnkd.in/gTP8cJn9

Index investing is an active decision as the number of options and variables grow. Learn more in our recent POV article - for U.S.: https://lnkd.in/gjRWtDrU & all other regions: https://lnkd.in/gvTAcUBF #investing