Commentary

Growth Prospects and Challenges Ahead for the U.S., U.K., Eurozone, China, and Japan

The coronavirus outbreak is sending ripples through global supply chains and disrupting businesses.

Commentary

A Tale of Tail Risks

The U.S. economy has been resilient in the face of uncertainty, but risks are growing.

Commentary

The Lowdown on Low Inflation

A deep dive into the factors that brought inflation down and are keeping it low.

Commentary

Making Everyone Count, Coronavirus Goes Viral, Davos Debates

The U.S. Census is a vital research tool; the coronavirus is a vital risk.

Commentary

U.S. and China Sign a Deal, Inequality Eludes Measurement, Canada Leads with Fiscal Policy

Phase One: A limited deal is better than none.
Inequality: We can’t manage what we can’t measure.
Canada: Taking the lead with fiscal policy.

Commentary

U.S. Consumer Outlook, Pension Protests in France, and Australia’s Wildfire

A strong economy will help U.S. consumers meet their financial resolutions in the new year, while residents of France and Australia have bigger worries.

Commentary

Tail Risks Rising, Iran’s Economic Misery, and 737 MAX/Min

Tensions between Iran and the United States brings a stressful start to 2020.

Commentary

Growth Prospects and Challenges Ahead for the U.S., U.K., Eurozone, China, and Japan

Continued modest global growth in 2020 may be the best we can hope for.

Commentary

The Year’s Top Economic Themes

Rates were unpredictable, central banks were active, trade was volatile but consumers were undaunted. We reflect on the major economic trends of 2019.

Commentary

Problems Solved?

Brexit and trade talks provided lots of uncertainty this year. Last week saw progress on both fronts.

Commentary

Closing Strong

The Northern Trust Economics team shares its outlook for U.S. economic growth, inflation, unemployment and interest rates.

Commentary

Ending a Busy Year for the Federal Reserve

Rate cuts and overnight operations were important developments this year. Where will the Fed go from here?

Commentary

Quick Takes

From freight volume to flight delays and real estate to recession risk, we share quick thoughts on a variety of economic subjects.

Webinar

A Smarter Way to Invest in Small Cap Value (Duration 30 minutes)

Overloaded with infinite choices when investing in small caps? Join us to cut through the noise and learn how to determine which fund is the best fit for your client’s portfolio.

In this session, veteran portfolio manager, Robert Bergson, CFA will draw on his own investment strategies to walk you through the importance of small cap value in today’s uncertain market and his approach to the small cap universe.

You will learn:

  • Why small caps make sense in uncertain market environments
  • Ways to improve the efficiency of your small cap allocations
  • How to separate good/compensated risks and bad/uncompensated risks within small cap stocks
Commentary

Negative Rates, Payment Systems, and Protests

In the bond market, staying positive is easier said than done.