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Wouter Sturkenboom, CFA

Chief Investment Strategist, EMEA and APAC

Biography

About Wouter

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.

As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm's opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust's Five-Year Capital Market Outlook. Published annually, the whitepaper provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe.

As a member of Northern Trust's Investment Policy Committee, Wouter is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations.

Wouter most recently spent six years at Russell Investments as a senior investment strategist first based in London and then in New York. In that capacity, he was directly responsible for the house view on EMEA including economic and market analysis and worked closely with the multi-asset teams to help them with their asset allocation decisions. Prior to this, he spent six years in Amsterdam where he was a senior investment strategist at Kempen Capital Management.

Wouter is a CFA® charterholder and is a certified Chartered Alternative Investment Analyst. He holds a master's degree in international affairs from the George Washington University and master's degree in international economics from Maastricht University.

Driven by purpose, guided by humility.

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Recent Insights featuring Wouter

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  • Why There’s Little Cushion to Absorb an Oil Shock
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    Why There’s Little Cushion to Absorb an Oil Shock

    Beyond the human tragedy unfolding in Israel, we acknowledge the risk of escalation in the region and what it could mean for oil prices. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, analyzes why the potential spread of war could strain an already tight oil market and damage a vulnerable global economy.
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  • How an Escalation of War in Israel May Impact Markets
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    How an Escalation of War in Israel May Impact Markets

    Beyond the considerable human toll the war in Israel has already taken, an escalation of the conflict could disrupt the world’s energy supply, damage global economic growth and spark market volatility. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, outlines some scenarios.
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  • The High Probability of Recession in Europe Likely Will Burden Equities
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    The High Probability of Recession in Europe Likely Will Burden Equities

    Higher interest rates, rising energy prices and plummeting credit are likely pushing the European economy into recession. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, analyzes the global forces affecting Europe and explains how we’re positioned in our portfolios.
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