Institutional investors are balancing rapid market change with the need to make disciplined, long-term investment decisions.

As regulations evolve, technology advances, and geopolitical events influence capital flows, investors are balancing opportunity with operational discipline.

In this episode, Paul Fahey speaks with Gerard Walsh, Global Head of Market Solutions, Banking and Markets at Northern Trust, about the forces shaping institutional investing today. They explore how geopolitical developments are influencing investment decisions, why operational resilience has become a growing priority, what organizations should consider as more markets move toward T+1 settlement, and how artificial intelligence is being applied to risk management, cybersecurity, and decision support.

Gerard also shares why strategy, thoughtful execution, and experienced human judgment continue to play an essential role alongside advancing technology.

Key takeaways:

How geopolitical events are influencing institutional investment decisions and capital allocation worldwide
Why operational resilience and risk management have become priorities for large investment organizations
What investors should prepare for as more global markets transition toward T+1 settlement cycles
Practical examples of artificial intelligence improving cybersecurity, risk monitoring, and operations
Why experienced human judgment remains essential alongside AI-driven decision support
And more!

Connect with Gerard Walsh:

LinkedIn: Gerard Walsh

About Gerard Walsh:

Northern Trust: Gerard Walsh