northern trust capital market assumptions

Source: Northern Trust Asset Management, as of 9/30/2021. CAPITAL MARKET ASSUMPTIONS FIVE-YEAR OUTLOOK: 2019 EDITION Every year, Northern Trust's Capital Market Assumptions Working Group develops forward- looking, historically aware forecasts for global economic activity and financial market returns that drive our five-year asset class return expectations and inform our asset allocation decisions. Every year, Northern Trust's Capital Market Assumptions Working Group develops forward- looking, historically aware forecasts for global economic activity and financial market returns — which drive our five- year asset class return expectations and inform our asset allocation CONTACT US. PDF CAPITAL MARKET ASSUMPTIONS - Northern Trust The Capital Gains Dilemma | Northern Trust PDF Home Country Bias CAPITAL MARKET ASSUMPTIONS 5-YEAR ASSET CLASS RETURN OUTLOOK Northern Trust Asset Management CAPITAL MARKET ASSUMPTIONS | 1 3.0% U.S. 2.6% Canada 2.2% United Kingdom 1.2% Europe 0.2% Japan 2.2% Australia 6 Themes. Download our infographic for a look into our 2022 investment themes and asset class forecasts. ANNUAL UPDATE OF GIC CAPITAL MARKET ASSUMPTIONS Please refer to impor tant information, disclosures and qualifications at the end of this material. Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Our 2021 Capital Market Assumptions. Licensed by the Capital Market Authority — License No. Northern Trust 2 NORTHERN TRUST CAPITAL MARKET ASSUMPTIONS: 2019 EDITION. Our Capital Market Assumption team believes the primary theme that will affect investors in the years ahead is Market Cycles in a Cycle-less Economy. Get Our Latest Capital Market Assumptions Five-Year Outlook. The firm predicts the persistently low interest rates will foster . Our capital market assumptions are part of our wider portfolio construction toolkit.Using our capital market assumptions, that explicitly account for uncertainty and different pathways for asset class returns, we can employ robust optimisation techniques to design hypothetical downside-aware strategic portfolios. Every year, Northern Trust's Capital Market Assumptions Working Group (CMA) gathers to develop long-term forecasts for economic activity and financial market returns. an a a ng s al es al ate ed e e y ge Funds Fixed Income Equities Real Assets Alternatives FIVE YEAR ASSET CLASS TOTAL RETURN FORECASTS - % The model cannot account for the impact that economic, market, and other factors may have on the implementation and ongoing management of an actual investment strategy. PRINT. Investment Themes The Capital Market Assumptions report's asset class forecasts are driven by six key themes that Northern Trust investment experts see affecting markets and the economy over the . 58% 38% 27%. "Given our favorable economic growth outlook for 2022, we are overweight risk assets in our Global Policy Model, although we expect next year's returns . Sources: Northern Trust Capital Market Assumptions Working Group, Investment Policy Committee. Download our Capital Market Assumptions Five-Year Outlook: 2022 Edition and get our long-term asset class return expectations and forecasts for the years ahead. GLOBAL GROWTH RESTRUCTURING. 1 O utlook. Exhibit 4: Personal Savings Spiked Following COVID-19 as in World War II Note: Annual before 1947 and quarterly after. But history has always shown mean reversion, and we expect subdued but positive returns in the next five years. 12163-26 — C.R . Capital Market Assumptions Five-Year Outlook Infographic: 2022 Edition Equity market returns in the past five years have outpaced even the most optimistic forecasts. Forecasted returns are for . World U.S. China . Capital Market Assumptions: 5-Year Outlook Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years. GLOBAL GROWTH RESTRUCTURING. Every year, Northern Trust's Capital Market Assumptions Working Group develops forward-looking, historically aware forecasts for global economic activity and financial market returns — which drive our five-year asset class return expectations and inform our asset allocation decisions. 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015. Sep 14 2015, 2:30pm UTC. A shifting economic model - due to geopolitical and technological developments - will slow growth. Mor ga nS l ey W h m 3. To withstand shifting political winds and growing technology application, the global economy must evolve. The Capital Market Assumptions report's asset class forecasts are driven by six key themes that Northern Trust investment experts see affecting markets and the economy over the next five years . Northern Trust 4 NORTHERN TRUST CAPITAL MARKET ASSUMPTIONS: 2019 EDITION. In addition, we believe the economic and financial market landscape will be affected by: • Stuck-flation as supply easily matches demand and leaves central bankers For longer-term goals, the up-cost benefit dissipates, and investors may choose to retain optionality in the event that . 58% 38% 27%. . PRINT. Capital Market Assumptions: 5-Year Outlook. For the quarterly period ended June 30, 2015 Northern Trust Corporation . For longer-term goals, the up-cost benefit dissipates, and investors may choose to retain optionality in the event that . Trade (% of GDP) 70 60 50 40 30 20 10 0. Capital Market Assumptions - 2021 Edition. Investment Themes The Capital Market Assumptions report's asset class forecasts are driven by six key themes that Northern Trust investment experts see affecting markets and the economy over the . Themes to Watch. Under Northern Trust's Capital Market Assumptions, our research shows that it may be prudent for investors to consider "up-costing" (selling today at lower rates) if funding near- and intermediate-term (1-10 year) goals. But history has always shown mean reversion, and we expect subdued but positive returns in the next five years. Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years. weight to their domestic market (over and above market weight), such as strong capital market assumptions, an investment edge in the domestic market, or risk reduction/diversification purposes. To learn more about our full Capital Market Assumptions outlook, visit our website at capitalmarketassumptions.com. Themes to Watch. Northern Trust 4 NORTHERN TRUST CAPITAL MARKET ASSUMPTIONS: 2019 EDITION. Five-year models developed annually; most recent model released 1/10/2019. World U.S. China . The Capital Market Assumptions Working Group (CMAWG), a subset of IPC members, publishes its assumptions as a white paper report. Capital Market Assumptions: 5-Year Outlook Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years. Trade (% of GDP) 70 60 50 40 30 20 10 0. The global economy will require some restructuring to ensure it runs optimally in the longer run. In addition, we believe the economic and financial market landscape will be affected by: • Stuck-flation as supply easily matches demand and leaves central bankers Capital Market Assumptions 5-Year Outlook: 2022 Edition Infographic. Read Report. five-year outlook for 2016. Capital Market Assumptions: 5-Year Outlook Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years. Northern Trust 1 CAPITAL MARKET ASSUMPTIONS FIVE-YEAR OUTLOOK: 2021 EDITION Published August 13, 2020 2021 CMA OVERVIEW 2 Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years. Pillar 3 Regulatory Disclosures . MarketScape. Sep 23, 2021. We see single-digit and below-average returns from equities as global economies muddle through global growth . The global economy will require some restructuring to ensure it runs optimally in the longer run. CHICAGO and LONDON - The global economy will experience annualized real growth of 2.9% over the next five years, along with annualized inflation of 1.7% in developed markets, according to Northern Trust's Capital Market Assumptions Report, which is a five-year outlook. Capital Market Assumptions Five-Year Outlook Infographic: 2022 Edition Equity market returns in the past five years have outpaced even the most optimistic forecasts. Download our infographic for a look into our 2022 investment themes and asset class forecasts. 5 Years. Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. MarketScape. 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015. 2019 CMA FIVE-YEAR THEMES OVERVIEW. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and . Exhibit 2: Historical and Projected U.S. Real GDP Illustration, 2019 Q4 = 100 . These forecasts are designed to be "forward looking, historically aware." This means we seek to understand historical risk, return and correlation relationships between and . . Duration: . To learn more about our full Capital Market Assumptions outlook, visit our website at capitalmarketassumptions.com. CAPITAL MARKET ASSUMPTIONS 5-YEAR ASSET CLASS RETURN OUTLOOK Northern Trust Asset Management CAPITAL MARKET ASSUMPTIONS | 1 3.0% U.S. 2.6% Canada 2.2% United Kingdom 1.2% Europe 0.2% Japan 2.2% Australia 6 Themes. Join our chief investment strategists and get an inside look into our new Capital Market Assumptions research. Capital Market Assumptions 5-Year Outlook: 2022 Edition Infographic. All of this comes together in the form of our long-term . five-year outlook for 2016. CONTACT US. . . 0.5 3.0 5.3 5.5 5.4 4.8 5.3 5.9 5.6 6.0 8.0 7.3 6.9 6.3 5.6 7.4 3.4 0 2 4 6 8 10 ash .

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