Explore Our 5-Year Themes From 2016

Our forward-looking, historically aware capital market assumptions form the basis of our long-term asset class return expectations. In addition to our forecasts for global economic activity and financial market returns, we highlight key themes we think will shape the investment landscape in the next five years.

Populist Roulette

Populist Roulette

The rise of populist movements globally is leaving the markets uncertain of what to expect from the political arena.

Market Cycles in a Cycle-less Economy

Market Cycles in a Cycle-less Economy

The global economy is in a narrow and slow growth channel in which traditional cycles have been suppressed.

Stuck-flation

Stuck-flation

As supply easily matches demand, central bankers will find it difficult to dislodge “stuck” inflation.

Costs of Ultra-Low Rates

Costs of Ultra-Low Rates

The costs of low rates are threatening to outweigh the benefits, but central bankers may have no choice but to continue.

Slow Growth Angst

Slow Growth Angst

Slow growth is the reality globally, creating a cycle in which concerns about slow growth are further hurting the growth outlook.

Technological Turbulence

Technological Turbulence

Government policies aimed at protecting jobs may impede further efficiency gains from the digital era.

Short-Term Investment Outlook

Forward-Looking Analysis: Our Tactical Views on the Market

Learn more about our current market outlook and what it means for your investments.

Commentary: Investing in a Changing World

See how market surprises affect our tactical allocation.

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Which Investment Factors are Making a U-Turn?

Find out how the U.S. election has altered the factor landscape.

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Long-Term Investment Outlook

Forward-Looking, Historically Aware: Our Five-Year Strategic Outlook

Learn more about our five-year outlook for the global economy and financial markets—including expectations and return projections for each asset class.

5-Year Outlook

5-Year Outlook

Find out what investors should expect in the years ahead.

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Marketscape

Marketscape

Our Chief Investment Strategist explains our key themes in this short video.

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Populist Roulette

Populist Roulette

Explore the meaning of our populist roulette theme.

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Bringing it all together: Investment Solutions to Meet Your Needs

Our forward-looking, historically aware investment approach powers a broad range of capabilities and solutions.

Spotlight on Factor-Based Investing: Engineered Equity™

Did you know factors drove nearly all excess equity returns over the past 50 years? Northern Trust is a pioneer in factor-based investing. Our Engineered Equity solution helps you identify which risks are most likely to move you closer to your goals – and which are most likely to be rewarded.

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About Northern Trust Asset Management

Northern Trust Asset Management is a leading global asset management firm with more than $900 billion in assets under management. Our long-standing history of solving complex investment challenges has earned us the trust and confidence of the world’s most sophisticated institutional and individual investors.

Contact us to learn how our investment expertise, strength and innovation may help drive opportunities for you.

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