Tag: Geopolitics

Institutional Investing in a Changing Global Market

Institutional Investing in a Changing Global Market

Institutional investors are balancing rapid market change with the need to make disciplined, long-term investment decisions.

As regulations evolve, technology advances, and geopolitical events influence capital flows, investors are balancing opportunity with operational discipline.

In this episode, Paul Fahey speaks with Gerard Walsh, Global Head of Market Solutions, Banking and Markets at Northern Trust, about the forces shaping institutional investing today. They explore how geopolitical developments are influencing investment decisions, why operational resilience has become a growing priority, what organizations should consider as more markets move toward T+1 settlement, and how artificial intelligence is being applied to risk management, cybersecurity, and decision support. 

Gerard also shares why strategy, thoughtful execution, and experienced human judgment continue to play an essential role alongside advancing technology.

Key takeaways:

  • How geopolitical events are influencing institutional investment decisions and capital allocation worldwide
  • Why operational resilience and risk management have become priorities for large investment organizations
  • What investors should prepare for as more global markets transition toward T+1 settlement cycles
  • Practical examples of artificial intelligence improving cybersecurity, risk monitoring, and operations
  • Why experienced human judgment remains essential alongside AI-driven decision support
  • And more!

Connect with Gerard Walsh:

About Gerard Walsh:

Tariffs, Technology, and Tension Points Shaping the 2026 Outlook with Carl Tannenbaum

Tariffs, Technology, and Tension Points Shaping the 2026 Outlook with Carl Tannenbaum

Economic pressure rarely comes from a single source. It builds through policy shifts, innovation waves, and global relationships that test long-held assumptions.

In this episode, host Paul Fahey speaks with Carl Tannenbaum, Chief Economist at Northern Trust, to reflect on the forces that defined 2025 and what they signal for the year ahead. They examine trade policy shifts, geopolitical strain, and the unwinding of global supply chains. The conversation also explores fiscal pressure across advanced economies, inflation expectations, and the evolving role of central banks. Together, they look at how artificial intelligence is influencing productivity, labor markets, and long-term investment decisions heading into 2026.

Key takeaways:

  • Why trade policy changes and tariffs reshape investment decisions and supply chain planning
  • Global security concerns are influencing fiscal priorities and cross-border cooperation
  • AI-driven productivity gains alongside labor market disruption for early career workers
  • How the rising debt burdens and interest costs are pressuring government budgets
  • How inflation trends, wage pressures, and central bank independence shape market outlooks
  • And more!

Connect with Carl Tannenbaum:

About Carl Tannenbaum: