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Investment Management Insights & Research

Navigate changing markets with creative investment insights and expertise

  

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Higher government bonds yields have put the European Central Bank on alert, and their next steps could drive markets.

The European Union's rollout of the COVID-19 vaccine has tripped up the region's economic recovery. But we think there's time to catch up.

  

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Investors are starting to price in higher inflation as oil prices rise. We take a look at whether inflation will get unstuck for the long-term.

The 10-year Treasury yield touched its highest in more than a year, and investors will monitor the jobs report for progress on economic recovery.

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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MarketScape Videos

Bob Browne

We have been in the lower for longer camp for a long time as far as bond yields are concerned, and that has been a good place to be . . . until recently. But is it time to reassess that view, or are markets overreacting? CIO Bob Browne explains.

Michael Hunstad

In the past few months, we have seen low-quality stocks significantly outperform, signaling a substantial reduction in their risk. So the question is: Do we buy these so-called “junk” stocks or has the rally run its course? Our Head of Quantitative Strategies Michael Hunstad, Ph.D., 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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