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Insights & Research

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

Top Insights

Explore what our four-year, aggregated global analysis of more than 200 institutional equity portfolios uncovered.

Custodians have always adapted their operations to keep pace with the ever changing requirements of their clients. However, as the industry transitions to digital ecosystems, the pace of change will continue to increase and they will need to be more flexible, agile and creative than ever before.

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Election Insights

Coronavirus Insights

  

Top Investment Management Insights

The results of the 2016 election were clear on election night, but the 2020 election is not setting up to be as clear.

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

  

More Investment Management Insights

Each year, we create investment themes that will drive the investment landscape for years to come. Here’s what they mean to investors.

A surge in European cases may hurt the economy. Bank earnings show consumer credit holding up.

The COVID-19 pandemic persisted, but bond investors largely shrugged off concerns with an accommodative central bank and hopes of government aid.

  

Top Wealth Management Insights

Investors sit in the uncomfortable middle – between progress and a long road to recovery. Learn what to expect and how to position during this stage.

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

  

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.

  

Asset Servicing

Solutions for the whole office in 2020 and beyond.

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.

  

  

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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