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.

Discuss the potential risks and opportunities in the current market environment.

What factors could lead to a positive outlook for US equities despite current challenges?