Uncovering Value in All Rate and Credit Environments
Strategies that seek to deliver consistent risk-adjusted returns and manage volatility.
Active fixed income investing that focuses on preservation of capital and income generation, for taxable and tax-exempt investors. Fundamental credit research and macroeconomic strategy form the basis of our investment process and risk management the essential element of portfolio management.
At Northern Trust Asset Management, we seek to add value across interest rate duration, yield curve, sector allocation, security selection, country and currency strategies. Our well-diversified strategies target consistent risk-adjusted returns and low levels of volatility, ever changing rate and credit environments.
$510.8BNTAM FIXED INCOME ASSETS UNDER MANAGEMENT*
20 YearsAVERAGE INDUSTRY EXPERIENCE
*As of March 31, 2022
Active and index strategies across the yield curve, credit spectrum and global markets.
- Extensive, global, fundamental credit research and risk management
- Deep integrated team across research, portfolio management, trading & risk
- High-quality, well-diversified fixed income portfolios backed by 40 years of experience
Faced with low yields, investors are seeking to expand their toolbox of bond strategies. We examine a time-proven technique normally applied to equities.
Sticky inflation plus the war in Ukraine pushed rates higher and triggered bond losses in the first quarter. We see volatility continuing for shorter term bonds while longer term bonds stabilize.
Massive pandemic-related federal aid and growing income set a strong foundation for state and local governments in 2022.
Co-Head of Fixed Income