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Investment Management Insights & Research

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Top Investment Management Insights

The outlook for investors has improved after central banks and governments have gone all-out to fight illiquidity and economic dysfunction.

We think the impending economic and earnings decline will be followed by a rebound — and that is what investors will eventually focus on.

  

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Global equities fell nearly 12% as coronavirus cases increased. Group of Seven ministers plan to meet this week to mitigate virus impact.

It is more important than ever for institutional investors to re-evaluate risk positioning.

Moderate shifts in the global model portfolio and the outlook for interest rates, equities and real assets.

  

Investment Management Videos

New developments have emerged for the money market industry that are designed to keep the short-term markets functioning and restore calm for investors. Peter Yi, director of short duration fixed income, explains.

The rapid decline in equity and fixed income markets over the last month has been of record pace. How are we assessing the outlook from here? Chief Investment Strategist Jim McDonald explains.

  

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Volatility has returned with the spread of the coronavirus. Head of Quantitative Strategies Michael Hunstad, Ph.D., explains how some strategies may help investors outperform amid the turbulence.

Equity markets have corrected this month as the coronavirus has spread well beyond mainland China. What does this mean for investors? Chief Investment Strategist Jim McDonald explains.

See how real pension funds and defined contribution plans use factor-based investing to manage risk and potentially earn excess returns.

  

Market Trends & Investment Insights

We think that investors can rely on the long-term fundamental strength in the municipal market to remain intact.

We downgraded our growth outlook for the U.S. economy, though we still remain moderately overweight to risk with a bias toward U.S. equities and high yield bonds.

  

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Investors can get answers to their most pressing questions from our bond market investing expert.

We think that investors can rely on the long-term fundamental strength in the municipal market to remain intact.

An analysis of bear markets and what happened afterwards.

  

Portfolio Construction & Asset Allocation

Sustainable investing and bonds can be combined with success, but doing so requires some skill. Here's what to watch for.

Advisors spend about 25 hours a week on investment functions, cutting into time for finding new clients and building holistic financial plans for current clients. Not to mention time for today's increasingly complex fiduciary responsibilities.

  

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We think distinct investment trends can serve as an anchor to create sensible five-year return forecasts. Here are four of them.

We asked about 1,200 workers and retirees what they think about investing for retirement. A few answers might surprise you.

The days of simple diversification have passed. Multi-asset strategies can and should do more. Here are the key pillars for the most effective multi-asset strategies.

  

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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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