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Market Insights

Investment Strategy

 
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Access the most recent market commentaries from our experts.

Illuminating the Returns of Elite Investors
In the following commentary Director of Portfolio Research Peter Mladina and Portfolio Research Analysts Charles Grant and Abdur Nimeri examine the asset allocation policy of elite university endowments to determine the true source of their investment returns.
 
Download Illuminating the Returns of Elite Investors PDF


RECENT MARKET COMMENTARIES

Volatility Happens
>Download Volatility Happens PDF

March 2014
The Myth of Holding to Maturity: Bond Fund vs. Individual Bond
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Download Myth of Holding to Maturity PDF

February 2014
Gut Check
>Read Gut Check

January 2014
Go Global and Diversify
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Download Go Global and Diversify PDF

December 19, 2013
2014 Outlook: Less of a Drag
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Read 2014 Outlook

November 25, 2013
A Lot of Bull
>
Read A Lot of Bull

November 2013
Engineered Beta - The Benefits of Diversified Factor Investing Strategy
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Read the Engineered Beta PDF

November 8, 2013
2013 Strategic Asset Allocation Update
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Read 2013 Strategic Asset Allocation Update PDF

October 4, 2013
Sensitivity Training
>
Download the Sensitivity Training PDF

September 3, 2013
Heading Overseas
>
Read Heading Overseas

July 29, 2013
5-Year Outlook: 2013 Edition
>
Read 5-Year Outlook: 2013 Edition

May 31, 2013
Quantitative Squeezing?
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Read Quantitative Squeezing?

May 2013
Are Equity Returns Predictable?
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Read Are Equity Returns Predictable?

April 15, 2013
What's Driving Emerging Markets
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Read What's Driving Emerging Markets

March 4, 2013
Into Thin Air? We Think Not
>
Read Into Thin Air? We Think Not

January 22, 2013
Mining the Commodities Complex
>
Read Mining the Commodities Complex

January 2, 2013
The Fiscal Cliff: Now For the Hard Part
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Read The Fiscal Cliff: Now for the Hard Part

December 2012
Expect Less Risk, Less Reward in 2013
>
Read 2013 Outlook: Expect Less Risk, Less Reward

 

Katie Nixon on CNBC Power Lunch - April 8, 2014

 
Katie Nixon on CNBC Power Lunch
Wealth Management Chief Investment Officer Katie Nixon joins CNBC's Sue Herera on Power Lunch to discuss potential opportunities for growth in the market, with a focus on the technology sector.
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Hear From Our Experts

Hear From Our Experts

Our experts offer perspectives for navigating the current financial landscape.
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Related Pages

 
View the biographies of Bob Browne, Jim McDonald and Katherine Ellis Nixon.
 
Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
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Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
 

Bob Browne is an Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group.

Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.

From 2004 until 2009, Bob worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.

Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob is a holder of the right to use the Chartered Financial Analyst® designation.

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Jim McDonald

Jim McDonald

Chief Investment Strategist
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Jim McDonald

Jim McDonald

Chief Investment Strategist
 
Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds.

Prior to joining Northern Trust in 2001 as the Director of Equity Research, Jim was Director of Equity Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

McDonald received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the State of Michigan.
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Katie Nixon

Katie Nixon

Chief Investment Officer, Wealth Management
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Katie Nixon

Katie Nixon

Chief Investment Officer, Wealth Management
 
Katherine is the Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 79-office Wealth Management franchise. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee.

Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.

Katherine received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA® ) and Certified Private Wealth Advisor ( CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).
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