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Northern Trust Survey: Managers Temper Optimism on U.S. Economy, View U.S. Equity Valuations as Stretched

April 26, 2017 | CHICAGO

Investment managers remain generally optimistic regarding the U.S. economy but are reassessing U.S. equity valuations, according to the quarterly Investment Manager Survey by Northern Trust Asset Management.

Katie Nixon: The Reflation Trade: Not Dead Yet

April 24, 2017

Investors are questioning whether the reflation trade works anymore given the recent action in the stock, bond, commodity and currency markets. MarketScape explores.

The Data Divide

Our Chief Economist, Carl R. Tannenbaum, discusses the new Administration's different view of economic analysis, the importance of the Council of Economic Advisers, potential consequences of the current approach, and checks and balances that might limit potential down-sides.