Risk appetite, debt fears, and AI: Northern Trust AM chief strategist identifies key market signals for 2026
New Trader TV – Northern Trust Asset Management’s Gary Paulin warns that one of the biggest risks to investors this quarter could be underexposure and over bearishness, as buy sides wrap up 2026. The chief investment strategist, International, discusses where he is seeing a disconnect in fearful institutional sentiment and strong market performance. Paulin also examines rising global debt concerns, assesses whether an AI bubble is emerging, and identifies the key market signals investors should be watching.
In this episode:
📌 The biggest risk is “not having enough risk on” says NTAM strategist
📌 Liquidity conditions outlook
📌 How concerned should we be about growing global debt levels?
📌 Are we in an AI bubble?
📌 Market signals to pay a attention to
This show is supported by Cabrera Capital Markets.
[This post was first published on Trader TV]
