Point of View - Spring 2009 Issue - Global Investment Solutions from Northern Trust

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


		Meet Northern Trust's Investment Strategy Leadership Team Watch a video of Chief Investment Officer Bob Browne and Chief Investment Strategist Jim McDonald discussing key investment management changes and how they might benefit you. Watch the video now (4 min. 53 sec)


		Global Economic Stimulus Assessing the impact of government actions worldwide.

		Investment Program Outsourcing Plan sponsors are more comfortable using external resources to meet new challenges.

		Perspectives on Global Equity Investing Investing focus shifts toward best-in-class companies and away from geography.

		Frontier Markets Institutional investors have new opportunities to broaden international exposures.

		Small-Cap Stocks and Recessions Evidence indicates smaller stocks have outperformed large-caps during economic recoveries.


		Voices: Andrew Smith Proper view of alternatives helps investors integrate these strategies into their portfolios.

		Global Megatrends Defined contribution plans are receiving more attention from sponsors, regulators.

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

Past performance is not necessarily a guide to the future. Index performance returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly in an index. Index performance is based upon information provided by the index providers. There are risks involved with investing, including possible loss of principal. There is no guarantee that the investment objectives of any fund or strategy will be met. Risk controls and asset allocation models do not promise any level of performance or guarantee against loss of principal.

This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. For Asia Pacific markets, it is directed to accredited investors, institutional investors, expert investors and professional investors only and should not be relied upon by retail investors. This information is provided for informational purposes only and does not constitute a recommendation for any investment strategy or product described herein. This information is not intended as investment advice and does not take into account an investor’s individual circumstances. Opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.

Northern Trust Global Investments (NTGI) comprises Northern Trust Investments, N.A., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., the investment advisor division of The Northern Trust Company and Northern Trust Global Advisors, Inc., and its subsidiaries. Northern Trust Global Investments Japan, K.K. is regulated by the Japan Financial Services Agency. Northern Trust operates in Australia as a foreign authorized deposit-taking institution (foreign ADI) and is regulated by the Australian Prudential Regulation Authority. Northern Trust operates in China as a Representative Office and is regulated by the China Banking Regulatory Commission. Northern Trust in Hong Kong is a securities company regulated by the Securities and Futures Commission. Northern Trust in Singapore is a foreign wholesale bank regulated by the Monetary Authority of Singapore.