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Investment Management Insights & Research

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Inflation is gaining momentum partly because of the low base from pandemic-depressed prices. Investors are shrugging it off for now.

  

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Emerging market equities have delivered whiplash to investors this year, and are now underperforming. We explain why, and what's next.

Big tech earnings last week exceeded expectations. Market reaction to India’s COVID-19 surge has been subdued so far.

For investors looking to get started — or to expand upon their sustainable investment practices — here are the nine of the biggest themes to watch in 2021.

  

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Jim McDonald

Recent inflation data came in hotter than expected yet both bonds and stocks rallied. Chief Investment Strategist Jim McDonald explains what this means for investors.

Bob Browne

In the coming years, investors will increasingly encounter the challenge of managing climate risk in their portfolios, one of the key components of environmental, social and governance (ESG) investing. Chief Investment Officer Bob Browne explores the issue.

  

  

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.

Bob Browne is the chief investment officer for Northern Trust and is responsible for the investment performance, process and philosophy across multiple investment strategies, including fixed income, active equity and passive investments.

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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