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Insights & Research

 
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Featured Market Insights & Commentary

 
 

Evaluating the Efficiency of Smart Beta Indices - April, 2015 [PDF]

This latest paper analyses how well smart beta indices capture exposure to compensated risk factors and minimize unintended, uncompensated exposure using our proprietary metric, the Factor Efficiency Ratio (FER).
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The Challenges of ESG Investing - Regulation - April, 2015 [PDF]

The changing shape of ESG regulation is one of the main drivers of ESG growth. This paper looks at the affect of both mandatory and voluntary regulation on investor decisions and asks if these efforts encourage them to look at ESG, when otherwise they might not.
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1Q 2015 Investment Manager Survey - April 2015

Investment managers expect lower U.S. corporate profit growth while U.S. monetary policy becomes their primary concern.
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Yearnings for Earnings - April 2015

U.S. corporate earnings look set to fall into recession, defined as two consecutive quarters of year over year declines. Should investors be concerned about future returns in the stock market? Jim McDonald explores when investors should – and shouldn't – worry about falling earnings in his latest strategy commentary "Yearnings for Earnings".
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The U.S. Dollar: Is Strength a Weakness? - March 2015 [PDF]

The U.S. dollar has seen strong upward moves in the past 9 months. What would continued dollar strength mean for economic growth, earnings and asset class performance?
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4Q 2014 Investment Manager Survey - January 2015

Concerns increase over weakness in Europe and expectations of higher volatility, but managers continue to be generally positive about the U.S. economy.

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2015 Outlook

Read what our top investment professionals share as their “forward looking, historically aware” forecasts for economic activity and financial market returns.
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Mamadou-Abou Sarr at FundFire discussing the adoption of ESG strategies

 
Mamadou Abou Sarr on Fundfire
February, 2015 - Morgan Davis speaks to Mamadou-Abou Sarr, Global Head of ESG Investing at Northern Trust on how institutional investors can realistically incorporate ESG into their portfolios.
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Wayne Bowers on Bloomberg TV Asia ‘First Up’

 
Wayne Bowers on Bloomberg TV Asia ‘First Up’

March 12, 2015 – Angie Lau speaks to Wayne Bowers on central bank policy and the investment horizon for global investors in light of quantitative easing in the Eurozone.

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Related Links

 
 
Point of View
Investment insights, trend analysis and timely commentary from our investment experts.
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Investment Strategy Commentary

Gain insight into the rapidly changing financial landscape.
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2015 Outlook: Watching Our Overweights

How has the strong dollar impacted Northern Trust's strategic themes and tactical positioning? Jim McDonald reviews this and other economic and financial market developments affecting fixed income, equities and real assets as we head into 2015.
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