Katie Nixon: Bringing a Blurry Market Into Focus

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 29 August 2023

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Northern Trust CIO on the case for bonds, the Fed’s fight against inflation (and whether it’s succeeding), housing affordability, and more.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview. I'm Jeff Patak, Chief Ratings Officer for Morningstar Research Services.
0:38.6	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:43.2	Our guest this week is Katie Nixon. Katie's an executive vice president and chief investment
0:47.9	officer for the wealth management business at Northern Trust. Katie's responsibilities include
0:53.0	investment policy development, and she directs the investment management activities of Northern Trust. Katie's responsibilities include investment policy development, and she
0:55.2	directs the investment management activities of Northern Trust portfolio managers across the
0:59.9	firm's wealth management offices. She also sits on the firm's investment policy committee
1:04.7	and tactical asset allocation committee and shares the wealth management investment advisory
1:10.2	committee. Prior to joining Northern Trust, Katie worked at U.S. Trust Company as a senior leader in the
1:15.9	firm's wealth management division. Katie received her bachelor's from Wellesley College and her MBA
1:22.1	from New York University Stern School of Business. Among other designations, she's been awarded. Katie's a CFA charter holder.
1:30.2	Katie, welcome to the Longview. Thank you so much. Oh, well, thank you for joining us. We're really
1:35.6	thrilled to have you. What had started at a sort of a high level. You work extensively with high
1:41.2	net worth individuals and families. One of the things I imagine you do is
1:45.2	is paint a picture for them of what's happening from a broader macro perspective. What has experience
1:51.5	taught you about the importance of editing and in focus in how you tell that macroeconomic story?
	...

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