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Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
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Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
 
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Investment Strategy Archive

   
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To access archived market and economic commentaries click on one of the links below.

2012 Archive


September 14, 2012
A Bold Move: Is Third Time the Charm?

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September 4, 2012
Coming Out of Jackson Hole ...
> Download

August 31, 2012
New Tips on Real Assets

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July 3, 2012
Investment Strategy Commentary: The State of the Union.
> Read Commentary
> Download

Northern Trust 2012 Capital Market Assumptions Paper (Five-Year Outlook)
> Download

August 24, 2012
What Do Jackson Hole and Investor Portfolios Have in Common?

> Download

June 19, 2012
Continuing European Drama

> Download

June 7, 2012
The Fiscal Cliff - Is It When, Not If?

> Read Commentary
> Download

June 1, 2012
The Tortoise is Laboring
> Download

April 30, 2012
Sell in May ... And Pay!

> Read Commentary
> Download

March 30, 2012
Oil: Keep an Eye on Supply
> Read Commentary
> Download

 

2011 Archive


December 22, 2011
2012 Outlook: tug of War
> Read Commentary
> Download

November 1, 2011
It Takes Two to Make a Deal
> Read Commentary
> Download

October 27, 2011
Euro Debt Crisis: Merkozy Delivers
> Read Commentary
> Download

October 7, 2011
High Yield Bonds: Please Don't Call Me Junk
> Read Commentary
> Download

September 23, 2011
Market Commentary - Twisted Outcomes
> Read Commentary
> Download

September 6, 2011
Market Commentary - Lead, Follow, or Get Out of the Way
> Read Commentary
> Download

August 12, 2011
Market Commentary - Voting With Their Feet
Read Commentary
> Download

August 8, 2011
Market Commentary - The U.S. Debt Downgrade: It's the Indirect Effects that Matter
Read Past Commentary
> Download

August 5, 2011
Market Commentary - Market Update: What's Behind The Downturn?
Read Past Commentary
> Download

August 2, 2011
Market Commentary - The Debt Ceiling Deal: Hold the Applause
> Download

July 27, 2011
Market Commentary: Update on the U.S. Debt Ceiling Situation
> Download

July 20, 2011
Market Commentary: Understanding The U.S. Debt Ceiling Situation
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April 19, 2011
Investment Strategy Commentary: The Specter of Rising Interest Rates
Jim McDonald, Chief Investment Strategist
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March 17, 2011
Investment Strategy Commentary: Japanese Aftershocks
Jim McDonald, Chief Investment Strategist
> Download

February 23, 2011
Investment Strategy Commentary: Let Freedom Ring?
Jim McDonald, Chief Investment Strategist
> Download

January 25, 2011
Insights from Northern Trust: Commentary on the Municipal Bond Markets
Timothy McGregor, Director, Municipal Fixed Income Management
> Download

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