The Six Themes Driving the Global Economy
About the Episode
The chief investment strategist at one of the world’s largest asset managers provides insight into the six themes that will drive the global economy and capital market returns.
About Our Guest
Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust, which has $1.2 trillion in assets under management as of March 31, 2019. He chairs the Northern Trust Tactical Asset Allocation Committee, and is a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund (BBALX). In addition, he is a member of the Investment Policy Committee, and trustee of the 50 South Capital Alpha Strategies and Equity Long/Short Strategies Hedge Funds. 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.
Show Notes
More information about Northern Trust’s Capital Market Assumptions can be found here. Information on its complete asset management products and services can be found here.