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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Investment Strategy Commentary

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Gain insight into the rapidly changing financial landscape

 

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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China: So Bad It Is Good … For Equities - December 2014

Weak economic fundamentals and deflationary trends increase likelihood of accommodative monetary policy and further stimulus.
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Mood Swings - November 2014

After remaining relatively quiet for the past two years, we saw an outburst of market volatility in October. What factors are now driving volatility -- and what can they tell us about future returns?
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China and The Commodity Complex – October 2014

The challenges facing China’s shift to a consumer driven economy are becoming evident and further stimulus could be on the horizon.
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What to Expect When You're Expecting ... A Rate Hike - August 26, 2014

How will the eventual rise in interest rates affect financial market assets? Jim McDonald looks to current fundamentals and historical precedent.
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Will Wage Gains End The Party? - May 2014

Wages are on the rise for a broad swath of American workers; but is that good for stock markets? Answer: As long as they are earning their wage increases. Find out more in Jim McDonald's latest strategy piece.
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Volatility Happens - March 2014

After being on cruise control for most of 2013, risk assets hit turbulence in the first part of 2014. Volatility is a fact of risk markets, but what can investors do about it? Northern Trust’s Chief Investment Strategist, Jim McDonald, encourages investors to focus less on volatility protection and instead focus on understanding their volatility sensitivity in his latest report, Volatility Happens.
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Gut Check - February 2014

Through the first month of 2014, markets have shown heightened volatility and negative returns. Is this just a healthy correction or something more? Jim McDonald, Chief Investment Strategist, provides Northern Trust's thoughts in Gut Check.
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Less of a Drag - December 2013

Those investors who took on risk in 2013 were rewarded - especially in developed markets. But, with valuations slightly above longer-term medians, fundamentals will need to play a bigger role in 2014. Northern Trust believes they will, especially as governments' impact on growth becomes Less of a Drag.

Changing Dynamics in Emerging Markets

Our Equity Index experts consider new approaches to gaining emerging markets exposure, from small cap to frontier markets.
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Focus on upside surprises vs. downside risks.

 
December 15, 2014 - Wayne Bowers
Investors need to focus on upside surprises vs. downside risks. Our international Chief Investment Officer shares his insights. Watch.
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Market and Economic Commentaries

Access our latest Market and Economic Commentaries
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Point of View

Point of View

Investment insights, trend analysis and timely commentary from our investment experts.
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