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September Market Pulse: Global Shifts and Macro Insights with Louis-Vincent Gave (Market Pulse-Video)

September Market Pulse: Global Shifts and Macro Insights with Louis-Vincent Gave (Market Pulse-Video)

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In this special edition of Market Pulse, host Grant Johnsey, Head of Market Solutions, Banking & Markets, Americas sits down with Louis-Vincent Gave, founding partner and CEO of Gavekal Research, for a deep dive into the forces reshaping global markets. Louis shares his perspectives on China’s dramatic transformation from a real estate-driven economy to an industrial powerhouse and explains how strategic moves in manufacturing and supply chains are challenging Western industries.

The conversation explores the emerging economic integration between Russia, China, and India—and why most investors are missing out on this “boom of epic proportions.” Louis also discusses the implications of global reflationary policies, currency volatility, and the evolving role of gold and banking in a multipolar world. If you want to know more about the future of global markets, this episode delivers actionable insights and bold predictions.

Gavekal Research’s website: https://research.gavekal.com/

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Navigating Complexity: How Super Funds are Responding to Market Shifts with Leon Stavrou

Navigating Complexity: How Super Funds are Responding to Market Shifts with Leon Stavrou

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Superannuation funds in Australia are evolving rapidly, finding new pathways to optimize returns and manage risks.

How are they leveraging size, adapting their operations, and enhancing their data strategies for better investment outcomes? What can other regions learn from their focus on private markets and technology investments?

In this episode, host Paul Fahey speaks with Leon Stavrou, Head of Australia and New Zealand at Northern Trust, to discuss key findings from Northern Trust’s asset owner peer study, “Asset Owners in Focus”. They explore emerging trends in the superannuation sector, shifts in strategies, and the growing role of technology and data in transforming investment approaches.

Leon Stavrou discusses:

  • The increasing allocation of superannuation funds to private markets, including infrastructure and private credit
  • Challenges and strategies in managing liquidity amid growing investments in less liquid assets
  • Impacts of fund consolidation on insourcing versus outsourcing operational and investment activities
  • How technology and data solutions are enhancing decision-making and operational efficiency
  • The growing interest in alternative assets, including crypto and physical gold, and their integration into portfolios
  • And more!

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From Risk to Resilience: Cybersecurity & AI in the New Era of Finance with Tom South

From Risk to Resilience: Cybersecurity & AI in the New Era of Finance with Tom South

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Our host Marc Mallett, Chief Strategy Officer, Asset Servicing at Northern Trust, sits down with Tom South, Chief Information Officer at Northern Trust, to chat about the evolving cybersecurity landscape. They speak about the growing role of AI – both as a potential weapon to commit cybercrime as well as a powerful tool for defense against cyber attacks – and discuss strategies to protect the financial services industry from increasingly sophisticated cyber threats.

Key Highlights:

  • The evolving nature and complexity of cyber threats in the financial services industry 
  • The transformative impact of AI for both cybercrime as well as enhanced security measures 
  • The importance of continuous testing and adaptive, multi-layered cybersecurity strategies
  • Effective data protection approaches, including encryption, access control, and vigilant monitoring
  • Collaboration across the financial ecosystem to strengthen defenses and promote responsible security practices
  • And more!

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Looking Back, Looking Ahead: 2024 Reflection & 2025 Outlook with Carl Tannenbaum

Looking Back, Looking Ahead: 2024 Reflection & 2025 Outlook with Carl Tannenbaum

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Host Marc Mallett, speaks with Carl Tannenbaum, Chief Economist at Northern Trust, about what 2025 holds for the global economy. Carl unpacks the major trends that defined 2024 and shares key themes that he expects to take shape in 2025.

Key Highlights:

  • The influence and ramifications of 2024 global elections on economies 
  • How immigration policies around the world may impact productivity and economic growth with a new regime in many countries
  • The delicate dance with inflation and its ripple effects on major economies, analyzing the ongoing impact of inflationary pressures and interest rate adjustments
  • Highlights from Northern Trust’s 2025 Global Economic Outlook, which identifies four key themes that will occupy the world’s attention in the coming twelve months
  • Frequently asked questions that Carl has received from clients around the current economic landscape  
  • And more!

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