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Insights & Research

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Discover the latest economic and market insights from our top experts.

Top Insights

Learn our view on what this outcome means for the investment and tax landscapes, and explore tax planning strategies to consider in light of the new political arena.

Policymakers around the world share the challenges of containing the renewed outbreak and supporting those affected by it.


Top Investment Management Insights

We increased our allocation to equities outside the U.S. as economies hit hard by lockdowns stand to gain from momentum with the COVID-19 vaccine.

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


More Investment Management Insights

While most of our outlooks across sectors is negative for 2021, we think municipal bond market’s long-term strength continues.

Biden’s plan for economic support may be limited by Congress. Investors may take on more risk if earnings outperform.

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


Top Wealth Insights

Further your wealth plan in 2021 by exploring areas of change and opportunity.

Stay up-to-date on recent market developments, the global economy and fiscal policy with Wealth Management Chief Investment Officer Katie Nixon.


More Top Wealth Insights

Now is the time to revisit your wealth plan to prepare for an uncertain future.

The pandemic is both creating a greater sense of estate planning urgency and challenging the estate settlement process.

In blended marriages, the threat of accidental disinheritance is real.


Asset Servicing

Many investment managers are actively considering outsourcing to a hyper-scale, expert provider as a potential solution.

Custodians have always adapted their operations to keep pace with the ever changing requirements of their clients.


More Asset Servicing Insights

Solutions for the whole office in 2020 and beyond.

Product Lead Serge Boccassini discusses the considerations for pension risk transfers with Edward Root, Managing Director of Willis Towers Watson.

Head of Insurance Solutions Chris Dvorak discusses the challenges and opportunities that data can provide with David Williams, Vice President of Marketing at SAP.



Our Experts

Pete is an Executive Vice President and a member of Northern Trust’s Management Group in Chicago. Pete currently serves as the President of Northern Trust Asset Servicing.

Carl Tannenbaum is the Chief Economist for Northern Trust. In this role, he briefs clients and colleagues on the economy and business conditions, prepares the bank's official economic outlook and participates in forecast surveys. He is a member of Northern Trust's investment policy committee, its capital committee, and its asset/liability management committee.

Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.

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.

Connie L. Lindsey is Executive Vice President and Head of Corporate Social Responsibility at Northern Trust, Chicago. She is responsible for the design and implementation of the global Corporate Social Responsibility, Community Development and Investments, and Global Diversity, Equity and Inclusion strategy for Northern Trust and the development of goals, policies, and programs appropriate to the brand and business unit strategies.


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