Market Minds: Where Expertise Meets Opportunity

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

NEW THIS MONTH IN MARKET TRENDS!

What Asset Owners are Thinking

In this episode of Faster Forward, host Grant Johnsey sits down with Melanie Pickett, Head of Asset Servicing, Americas, to unpack the latest findings from Northern Trust’s global asset owner survey, “Asset Owners in Focus”. Their discussion dives into how institutional investors around the world are adjusting their strategies amid a rapidly changing landscape.

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Q2 UPDATE

The Market Brief

Grant Johnsey, Head of Client Solutions Banking & Markets, Americas recently hosted a webinar analyzing market trends 100 days into the new administration. He shared insights on the bear market, market volatility, and historical perspectives on the current investment environment.

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What's going on in the market?

Market Moves

Understanding Bear MarketsThe type of bear market matters. If you want to navigate this one, you need to assess which type of bear market we are in.Read Article

Systematic vs. Discretionary StylesTraditional public equity strategies can broadly be sorted into three categories: active discretionary (fundamental stock picking), quantitative (systematic or data driven), and passive. Read Article

Options Quarterly Commentary Q1 2025The US equity market experienced significant turbulence in the first quarter of 2025.Read Article

Navigating Complex MarketsWith today’s correction in the US stock market, there is increased chatter about moving averages, specifically whether or not a stock is trading above or below its moving average and what this simple metric suggests about future direction.Read Article

Dissecting Recent Market ActivityExamining some of the drivers and historical trends that are not as widely discussed behind recent market action.Read Article

Emerging Trends in Capital MarketsOne significant trend is the shift in ownership of the US equity market.Read Article

The Weekender by Gary Paulin

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MARKETS
Riding a young bull
The Weekender looks at the growing strategic importance of real assets, the upside to phone-fasting and asks: who wins from the AI rotation?
MARKETS
Supercycles and a sensible secretary
The Weekender looks at the implications of fiscal expansion in Europe as the US deleverages, including prospects for a supercycle in commodities, re-leveraging of the US private sector, and what governments see in rare earth minerals.
MARKETS
Change, accelerating
The Weekender continues looking at the implications of military Keynesianism and a fiscal put emerging in Europe.