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2012 Election: A Split Decision - November 7, 2012
The most expensive presidential race in U.S. history is now behind us, and our expectation of status quo in Washington has come to pass. What does this continuation of divided government mean for the fiscal cliff, tax policy, and equities? Northern Trusts Chief Investment Strategist, Jim McDonald, reacts to the U.S. election results in his latest market commentary, 2012 Election: A Split Decision.
Will the Micro Undermine the Macro? - November 2, 2012
Read our Senior Fixed Income Analyst, Claire Meier's, new commentary on the current situation facing European markets. Commentary includes insights on the potential impact of EU reforms on the people of Europe living in the 'real economy'.
Dividends: More Interesting Than Bonds - September 28, 2012
As bond yields have fallen to record lows, investors have embraced dividend-paying stocks as an alternative strategy for income production. However, with these stocks fetching higher prices than they have in the past and the looming potential for change to the U.S. policy on taxation of dividends, is the strategy still appropriate?
A Bold Move: Is Third Time the Charm? - September 14, 2012
Investors, worldwide, have been watching to see how far the FOMC would go to support a fledgling economic recovery in the United States and, during its September 12-13 meeting, the FOMC took bold action.
Coming Out of Jackson Hole ... - September 4, 2012
Northern Trusts analysis of the current state of U.S. monetary policy following U.S. Federal Reserve Chairman Ben Bernankes speech in Jackson Hole, Wyoming.
What Do Jackson Hole and Investor Portfolios Have in Common? - August 24, 2012
Following recent actions by central banks, investors turn their attention to a monetary policy meeting in Jackson Hole, Wy.
The State of the Union - July 3, 2012
Last week's European Summit resulted in some important steps towards a unified Europe. But, as has been the case with the 19 previous summits, progress was incremental and details were few. Northern Trusts Chief Investment Strategist, Jim McDonald, analyzes the summit outcome and what it means for Northern Trust's overall outlook on the markets in his latest market commentary, The State of the Union.
Continuing European Drama - June 19, 2012
Northern Trust's Fixed Income experts analyse the continuing drama within Europe and the effect of the recent Greek elections on the eurozone.
The Fiscal Cliff Is It When, Not If? - June 7, 2012
Much attention has been paid to the roughly $700 billion "fiscal cliff" the U.S. economy is scheduled to fall off at year's end. The good news is that we think some form of legislative extension is the likely path politicians will follow to avoid a sharp economic contraction; the bad news is that these fiscal issues are not going away. Northern Trusts Chief Investment Strategist, Jim McDonald, analyzes both the near-term and longer-term impacts from government spending policies in, The Fiscal Cliff.
The Tortoise is Laboring- June 1, 2012
The U.S. economy remains the "fastest tortoise in the race," but recent economic data -- including the disappointing jobs report released on June 1 -- suggest that the tortoise is laboring. In this environment, we believe a focus on income-generating asset classes can help shield investors from ongoing volatility. Northern Trusts Chief Investment Strategist, Jim McDonald, discusses the recent market events in his latest market commentary, The Tortoise is Laboring.
The European Conundrum Continues - May 16, 2012
Northern Trust's Fixed Income experts analyse the continuing drama within the eurozone and its recent political changes in Greece and France as well as banking reforms in Spain.
Sell in May ... And Pay! - April 30, 2012
A long-held adage in the investing world offers a directive to "Sell in May and Go Away," but can investors really gain from this strategy in practice? Our analysis shows that trying to implement this strategy is a losing proposition. Fortunately, other market anomalies have proven more efficacious and persistent.
Northern Trusts Chief Investment Strategist, Jim McDonald, subjects theoretical strategies to real-world tests in his latest market commentary, Sell in May ... And Pay!
Oil: Keep an Eye on Supply - March 30, 2012
A cursory review of history may lead one to conclude that spiking oil prices always lead to recession. Also, the popular press has convinced some that current tensions with Iran are the primary reason for higher oil prices. We don't draw the same conclusion on either of these fronts. It is our view that the primary cause of the current high price of oil is global supply and demand and that high oil prices, by themselves, do not necessarily result in economic contraction. Northern Trusts Chief Investment Strategist, Jim McDonald, explores oil's impact on the economy and the markets in his latest market commentary. Oil: Keep an Eye on Supply.
2012 Outlook: Tug of War - December 22, 2011
After 2011's challenging market environment, we see the markets in 2012 engaged in a "tug of war" between improving growth in the United States and emerging markets and the continuing negative consequences of the global debt crisis. Northern Trusts Chief Investment Strategist, Jim McDonald, explains Northern Trusts outlook on the global markets for 2012, and how they affect our tactical asset allocation strategy in, 2012 Outlook: Tug of War.
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