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MarketScape

Capital Market Assumptions: 5-Year Outlook

Chief Investment Strategist Jim McDonald gives an inside look into our new Capital Market Assumptions research, which identifies the key investment themes to watch and how they translate into asset class returns for the next five years.
  • 3 Themes to Watch
  • Fixed Income Outlook
  • Equities Outlook
  • Real Assets Outlook
  • Alternatives Outlook
  • What does this mean for investors?

Jim McDonald

Chief Investment Strategist
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.