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Insights & Research

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Top Market Insights

The challenges keep mounting for global trade, unemployed workers, and banks.

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


Top Investment Management Insights

The V-shaped economic recovery faces a significant challenge with the rise of coronavirus infections in a number of U.S. States.

Supported by monetary and fiscal policies and boosted by renewed investor enthusiasm, global financial markets have rebounded.


More Investment Management Insights

Taxes are a significant drag on returns, yet investors often manage portfolios as if they were untaxed. Here are 10 ways to change that.

Global manufacturing and services improved sharply, but some U.S. states are pulling back after virus infections increased.

We answer some of the most common questions clients have about money markets in this challenging market.


Top Wealth Management Insights

The risk profiles of property types and locations are shifting. Work with your advisors to identify and prepare for these changes.

Reassess giving strategies to make an immediate and tax-efficient impact.


More Wealth Management Insights

Extra caution is needed as uncertainty, remote work and COVID-19 scams compromise the security of your personal information.

How COVID-19 impacts private business transactions and what you can do to prepare.

Seize opportunities to improve your wealth plan during this market downturn.


Economic Trends & Insights

More infections lead to more worry, while the commercial real estate and tourism sectors are put to the test.

Banks undergo a true stress test, smartphones measure movement, and poverty may rise.


More Economic Trends & Insights

Economic measurements demonstrate how severe the downturn has been, but give a glimmer of hope for recovery.

Why did unemployment fall? Why is Brexit proceeding? And why did so much food go to waste?

Economic data shows mild improvement, but the road to recovery will be a long one.


Asset Servicing

As margin pressures grow across the industry, investment managers around the world are rethinking their operating models to support growth, adapt to change and position themselves for the future.

New marketplaces, infrastructures and asset classes are emerging across the securities industry and in multiple regions. In this video, we explore how they offer a huge opportunity but need to be navigated responsibly to manage uncertainty, regulatory complexity and the pace of change.


More Asset Servicing Insights

Knowledge is power, and for hedge funds, no source of knowledge is more important than data.

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.


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


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 and Global Diversity, Equity & Inclusion 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.


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