The Next Five Years: What Investors Can Expect
07 October 2020|10:30 AM - 11:30 AM (Hong Kong Time)
As the COVID-19 pandemic continues to create uncertainty in global markets, get an inside look into Northern Trust Asset Management’s new Capital Market Assumptions research. Learn about the key investment themes shifting the global asset allocation, risk and return landscape over the next five years – and what it means for investors.
We invite you to join Northern Trust Asset Management’s chief investment strategists as they explore six key themes:
• Retooling Global Growth
• Massive Monetary Toolkit
• Stuckflation Tested
• One World, Two Systems
• Reimagining Capitalism
• Stay Focused on Climate Risk
Chief Investment Strategist
Norther Trust Asset Management
Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He is responsible for overseeing the strategic and tactical asset allocation policy for our institutional and wealth management clients globally. He chairs the Northern Trust Tactical Asset Allocation Committee and is a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund. In addition, he is a member of the Investment Policy Committee and trustee of the 50 South Capital Alpha Strategies hedge fund.
Prior to joining Northern Trust in 2001 as the director of equity research, Jim was director of equity research at ABN AMRO in New York and Chicago (1994-2000) and an equity research analyst at ABN AMRO following the environmental services industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.
Jim received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the state of Michigan.
Wouter Sturkenboom, CFA
Chief Investment Strategist
Northern Trust Asset Management
Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.
As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook. Published annually, the whitepaper provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe.
As a member of Northern Trust’s Investment Policy Committee, Wouter is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations.
Wouter most recently spent six years at Russell Investments as a senior investment strategist first based in London and then in New York. In that capacity, he was directly responsible for the house view on EMEA including economic and market analysis and worked closely with the multi-asset teams to help them with their asset allocation decisions. Prior to this, he spent six years in Amsterdam where he was a senior investment strategist at Kempen Capital Management.
Wouter is a CFA® charterholder and is a certified Chartered Alternative Investment Analyst. He holds a master’s degree in international affairs from the George Washington University and master’s degree in international economics from Maastricht University.