A Decade of China’s Belt And Road Initiative
by Vaibhav Tandon, Senior Economist, Northern Trust The BRI has left both China and the signatories saddled with…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Global Economic Outlook: Expect the Unexpected
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust The Northern Trust Economics team shares its outlook…
Energy Prices Are Creating Discomfort
by Carl R. Tannenbaum, Chief Economist. Northern Trust Resurgent energy prices could contribute to higher for longer monetary…
What's Holding Back India's Economy?
by Vaibhav Tandon, Senior Economist, Northern Trust I still like playing board games with friends and family for…
Equities May Stumble over Rising U.S. Earnings Expectations
by Christopher Shipley, Chief Investment Strategist – North America, Northern Trust Increasing market expectations for U.S. earnings growth…
Global Economic Outlook: Slow Motion
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust The Northern Trust Economics team shares its…
Reshoring is Real
by Vaibhav Tandon, Senior Economist, Northern Trust Supply chains are realigning, to China's dismay. “Digging to China” is…
Triumph of the Optimists?
by Katie Nixon, CFA, CPWA®, CIMA®, Chief Investment Officer, Northern Trust Wealth Management Despite being the height of…
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
Is China Hitting The Wall?
by Carl R. Tannenbaum, Chief Economist, Northern Trust China's re-opening surge did not last. In May, I returned…
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
2023 Mid-Year Themes
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust We review the key themes of the…
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
The Global Economy Is Suffering From Long COVID
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust In many respects, COVID-19 was not a…
