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Investment Management Insights & Research

Navigate changing markets with creative investment insights and expertise

  

Top Investment Management Insights

While high inflation continues to plague the market, we're watching how the dominoes fall.

The uncertainty around a new COVID-19 variant is reflected in the markets – get our take on how Omicron will impact investors.

  

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U.S. leads global equities while yields fall. U.S. inflation likely will surpass 5%.

The yield curve flattened on growing concern about central bank tightening to combat inflation. U.S. unemployment is expected to fall while wages increase.

Capitalism will change, along with investors, to tackle inequality and create more sustainable businesses.

  

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MarketScape Videos

Wouter Sturkenboom

China’s disappointing economy poses risks to the global economic recovery. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, explains what that means for our equity positioning.

Jim McDonald

There's too much focus on the current rate of inflation and not enough on its potential effects. Chief Investment Strategist Jim McDonald analyzes the real risks of inflation to investors.

  

  

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.

  

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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.

Small-cap, dividend and value stocks among other equity styles can come with unwanted baggage, and results, if investors aren’t careful.

  

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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.

Michael Hunstad is head of quantitative strategies at Northern Trust Asset Management with responsibility for all quantitative equity research, strategist, and quantitative equity portfolio management activities.

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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