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Equities and Treasury yields moved little last week as banking concerns waned. President Joe Biden and House leader Kevin McCarthy are expected to continue talks this week on the U.S. debt ceiling.

We analyze the additions, deletions and weighting changes of S&P 500 companies in one of the largest rebalances in years based on the value of related trading.

  

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Risk Report

The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ After a six year analysis of nearly 300 institutional equity portfolios totaling $250+ billion of assets, six key findings emerged to help answer that question.

Investors tuning their portfolios to environmental, social and governance (ESG) values must ensure their investments take ESG seriously. We introduce a way to help separate the real ESG strategies from the posers.

  

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We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives.

Inflation drags down cash performance. We explain how investors can make cash work harder for yield, and mitigate inflation’s damage, while still preserving capital.

  

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Our Investment Management Experts

Michael Hunstad, Ph.D.

Michael Hunstad is deputy chief investment officer and chief investment officer of global equities for Northern Trust Asset Management. Michael is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies.

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