Fuel For Thought
by Carl Tannenbaum, Chief Economist, Northern Trust Markets are expecting lower gasoline prices ahead. I had to fill…
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...
Northern Trust: Mid-Year Themes
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Inflation, China, Russia, Central Banks, Labor, Recession:…
Investment Perspective: Slowing
by Jim McDonald, Chief Investment Strategist, Northern Trust Higher interest rates to fight the inflation surge may result…
Housing Is Correcting, Not Crashing
by Carl R. Tannenbaum, Executive Vice President and Chief Economist, Northern Trust A cooler housing market isn't a…
Japan Finally Gets Some Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Japan zero-inflation mindset is no match for today's price pressures. Inflation…
Recession Talk Is Exaggerated
by Ryan James Boyle, Senior Economist, Northern Trust Strong employment and spending will help the economy grow through…
Investment Perspective: Recession or Repricing?
by Jim McDonald, Chief Investment Strategist, Northern Trust One word, nine letters, two very different outlooks. OUTLOOK The…
What's Fueling Food Price Inflation?
by Vaibhav Tandon, Senior Economist, Northern Trust When life gives you lemons: sell them! In India, prices of…
Recession Risks: False Precision
by Ryan James Boyle, Senior Economist, Northern Trust The risk of an imminent recession is low, but next…
Soft Landings: Skill Meets Luck
by Ryan James Boyle, Senior Economist, Northern Trust Rate hiking cycles can end with continued growth. In the…
Consequences for India from the Russia-Ukraine War
by Vaibhav Tandon, Northern Trust India's economic links with Russia leave it in a delicate position. Most Asian…
Supply Chains Can't Catch a Break
by Vaibhav Tandon, Senior Economist, Northern Trust Renewed lockdowns in China will complicate the supply chain recovery. The…
SWIFT Thinking
by Ryan James Boyle, Vice President, Senior Economist, Northern Trust What are the consequences of taking Russia's international…
Investment Strategy Commentary: Equity Rotation
by Wouter Sturkenboom, CFA, Chief Investment Strategist, EMEA and APAC, Northern Trust Roiling market conditions are seeing equity…
Canada’s Bridgegate
by Vaibhav Tandon, Northern Trust Disruptions from Canada’s protests further expose the vulnerability of supply chains. Beyond economic…
