Investment Perspective: Growth Weaker by Design
by Christopher Shipley, Head of Fundamental Equity, Northern Trust The rate hike campaign continues as central banks try…
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...
The Decline of Demographics
by Ryan James Boyle, and Vaibhav Tandon, Senior Economists, Northern Trust Populations are aging, and the economic consequences…
The End of the Housing Boom
by Vaibhav Tandon, Senior Economist, Northern Trust The pandemic surge in demand for houses has run its course.…
Reshoring Realities
by Carl Tannenbaum, Chief Economist, Northern Trust Scarcity and trade frictions are leading to major supply chain realignments.…
Europe's Struggles With Natural Gas
by Carl Tannenbaum, Chief Economist, Northern Trust Natural gas is difficult to ship, leaving Europe exposed to soaring…
Investment Perspective: Peak Inflation
by Jim McDonald, Chief Investment Strategist, Northern Trust We’ve summited the inflation mountain – and are heading back…
Pain Relief
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust The Northern Trust Economics team shares its…
Costs and Benefits of Sanctions
by Vaibhav Tandon, Senior Economist, Northern Trust A more integrated global economy is making sanctions less effective. A…
Supply Chains Are Slowly Mending
by Carl Tannenbaum, Chief Economist, Northern Trust The availability of goods and cost of shipping are improving. The…
Fuel For Thought
by Carl Tannenbaum, Chief Economist, Northern Trust Markets are expecting lower gasoline prices ahead. I had to fill…
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…
