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Market Minds: Where Expertise Meets Opportunity

Discover timely commentary and strategic insights to stay ahead of the ever-changing industry.

Q1 2026

The Market Brief

A look at market risks, resilience, and evolving opportunities across global equities.

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NEW IN MARKETS

The European Transition to T+1

Europe’s shift to T+1 by October 2027 brings major complexity across markets and regulations. In this video, Guy Gibson and Andrew Douglas break down the challenges and the opportunity for greater automation and digitalization.

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Portfolio Solutions

Moving Assets From One Safe Place to Another

Transition Management—rebranded as Portfolio Solutions at Northern Trust—is more than moving assets. This article by Gerard Walsh and Mathew Cook explores how our teams help institutional investors manage market volatility, implement interim strategies, and optimize fixed income transitions with insight.

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Tariffs, Technology, and Tension Points Shaping the 2026 Outlook

What's going on in the market?

Market Moves

Hedge Funds as the New Marginal Buyer of U.S. TreasuriesTo understand market dynamics, you have to understand market participants. And in the U.S. Treasury and Treasury repo market, there is no participant larger today than hedge funds.Read Article
Iran Conflict: A Framework for Understanding the DynamicsThe situation with Iran remains fluid and fast-evolving.Read Article
Midterm Elections & US Markets: A GuideWhat history suggests for US financial markets during the upcoming congressional midterm electionsRead Article
Options Quarterly Commentary Q4 2025US equities ended the fourth quarter of 2025 higher despite a challenging macro backdrop, closing at 6845.50, up +2.35 % vs Q3 2025.Read Article
An Orchestrated EcoSystemThe Parallels Between a 250,000-ton Ship and the Modern Investment ManagerRead Article
Has Geopolitical Risk Lost Its Bite? Understanding Market Reaction to the Iran and Israel ConflictRead Article

Market Pulse Podcast Episodes

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    Navigate to Inside the AI Shift: What’s Next for Enterprises
    Podcast

    Inside the AI Shift: What’s Next for Enterprises

    In this episode, Grant Johnsey sits down again with Mike Kelly, Co‑Founder of Developer Town for a deep dive into AI.

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    Navigate to Innovation and Insight: Managing Assets in a Changing Healthcare Landscape
    Podcast

    Innovation and Insight: Managing Assets in a Changing Healthcare Landscape

    In this episode, Grant Johnsey sits down with Shawn Gallegos, Chief Investment Executive at Northwestern Memorial Hospital.

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    Navigate to AI in Action: Transforming Productivity and Corporate Strategy Part 2
    Podcast

    AI in Action: Transforming Productivity and Corporate Strategy Part 2

    In this episode, Grant Johnsey continues his conversation with Mike Kelly, founder and managing partner of Developer Town.

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