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Investment Management Insights & Research

Navigate changing markets with creative investment insights and expertise

Featured Insight

December 2020
Northern Trust Asset Management

Our investment outlook calls for positive returns across most markets in 2021. Download the full report for more details on what to expect in the year ahead

  

Top Investment Management Insights

Democrats may take a narrow lead in the U.S. Senate with the special election in Georgia, but political constraints will limit policy action.

Get our long-term asset class return expectations and forecasts for the years ahead.

  

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We and other investors signed on for an initiative just a few years ago to encourage climate-friendly corporate policies. It already is making a difference.

The likely victory of two U.S. Senate Democrats in a special election last week may mean more COVID-19 economic aid, while government stimulus does little to spur U.S. inflation.

Is the light the sun or a train? After the global equity rally in the fourth quarter, we look at the opportunities and risks that investors face.

  

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Top Investment Management Webinars On Demand

Join our top investment experts as they share three distinct perspectives on rebalancing in this environment and gain practical insights.

Explore key considerations (and questions) around portfolio re-balancing, potential shifts in asset allocation and what the future market implications of Coronavirus may be.

  

More Investment Management Webinars On Demand

Our experts share how to use factors to position portfolios and efficiently manage portfolio risk during extreme market volatility.

Our global head of fixed income shares our view on market liquidity, interest rates, credit spreads, money markets, and tactical opportunities in the investment grade and high yield space.

Bob Browne, our chief investment officer and head of quantitative strategies share their insights around key market themes, risk outlook and tactical opportunities that are driving the firm’s most important asset allocation decisions today.

  

MarketScape Videos

Wouter Sturkenboom

Europe has taken two big steps forward with a trade agreement and budget approval. However, the latest surge in COVID-19 cases has forced the region to take a step back. Our Chief Investment Strategist EMEA & APAC, explains.

Peter Yi

The Federal Reserve has reaffirmed its accommodative stance as we head into the New Year. Our director of short duration fixed income, Peter Yi, gives our take on what this means for fixed income investing in 2021 and beyond.

  

  

Portfolio Strategies Insights

How we think equities, bonds, real assets and interest rates stack up for investors in 2021.

A challenging environment for equity returns, and the potential for more risk, makes quality low volatility a good fit for retirement investing.

  

More Portfolio Strategies Insights

We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives.

We and other investors signed on for an initiative just a few years ago to encourage climate-friendly corporate policies. It already is making a difference.

When different managers in a portfolio hold offsetting exposures, they can cripple the portfolio’s ability to generate excess returns.

  

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Our Investment Management Experts

Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He is responsible for overseeing the strategic and tactical asset allocation policy for our institutional and wealth management clients globally.

Bob Browne is the chief investment officer for Northern Trust and is responsible for the investment performance, process and philosophy across multiple investment strategies, including fixed income, active equity and passive investments.

As president of Northern Trust Asset Management, Shundrawn A. Thomas is responsible for developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships and developing talented professionals. He also serves as a member of the Management Group for Northern Trust Corporation.

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