Northern Trust’s CIO Likes U.S. Equities, Global REITs, Global-Listed Infrastructure

The video discusses the rally in financials despite mixed bank earnings, highlighting the impact of the Fed's easing cycle. It explores market expectations, particularly regarding earnings and the yield curve, and suggests investment strategies in a low-rate environment, favoring high-quality US equities and global REITs. The video also examines market reactions to global news, such as trade issues and Brexit, and emphasizes the importance of focusing on base case scenarios rather than risks. Overall, it suggests a positive outlook for US equities in the absence of a recession.

What was the market's reaction to the earnings from firms like JP Morgan?

• The market was indifferent.

• The market expected the results.

• The market was negatively surprised.

• The market was positively surprised.

In a low-rate environment, which sectors are considered attractive for investment?

• Automotive and Retail

• Global REITs and US Equities

• Healthcare and Utilities

• Technology and Energy

What is the expected growth rate for the US economy according to the base case scenario?

• 2.5% to 3.0%

• 1.8% to 1.9%

• 0.5% to 0.8%

• 3.5% to 4.0%

How does the market view the potential impact of Brexit and trade issues?

• As potential upside risks

• As already resolved issues

• As having no impact

• As a major threat to growth

What is the risk for investors focusing too much on?

• The base case scenario

• The risk scenario

• The inflation scenario

• The growth scenario