Point of View - Global Investment Solutions from Northern Trust

Voices

A review of current activity in global financial markets, with an emphasis on U.S. markets.

July 2006 Issue
Features
	Private Equity in the Public Eye Is too much money chasing too few deals? Private equity funds are coming off of a banner year. Institutional investors are taking a look at how they can safeguard their private equity portfolios.

	The New Appeal of Emerging Markets Too big to ignore. Emerging markets are finding a home in institutional investors’ portfolios, where achieving an effective policy allocation can still be a challenge.

	The Search for Efficient Asset Class Exposure Choosing the right product mix. Broadening the opportunity set of investment strategies is a critical first step to meeting an institutional investor’s performance objectives.

	The Global Shuffle A look at global shifts in money flow. With global economies becoming increasingly intertwined, shifts in long-term interest rates are changing the way investors are viewing money flows around the world.

Column
	Voices Sudan-free investing exemplifies efforts to achieve more than investment goals.


Departments
	Global Megatrends Industrialized countries are looking to legislation and regulatory changes to address pension funding gaps.

	Ahead of the Curve A starting point for a discussion of the issues that affect the institutional investment community.

Related Links

Financial Market Update
Transcript of the quarterly Financial Market Update conference call.

Global Investments Strategy
Monthly review of market conditions and investment implications.

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asset allocation models do not promise any level of performance or guarantee against loss of principal.

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