United States Client Login Contact Us Search Search | Northern Trust Who We Serve What We Do About Us Insights & Research Investment Management Insights & Research Navigate changing markets with creative investment insights and expertise TOP INVESTMENT MANAGEMENT INSIGHTS Investment Perspective: Tripwires While high inflation continues to plague the market, we're watching how the dominoes fall. READ NOW Investment Strategy Brief: Omicron Overreaction? The uncertainty around a new COVID-19 variant is reflected in the markets – get our take on how Omicron will impact investors. READ NOW MORE INVESTMENT MANAGEMENT INSIGHTS Weekly Market Update: Global Stocks Rise, Inflation Reports for U.S. and Germany this Week U.S. leads global equities while yields fall. U.S. inflation likely will surpass 5%. READ NOW Weekly Market Update: Yield Curve Flattens, U.S. Jobs Report this Week The yield curve flattened on growing concern about central bank tightening to combat inflation. U.S. unemployment is expected to fall while wages increase. READ NOW Investors Face Trade-Offs as Capitalism Evolves Capitalism will change, along with investors, to tackle inequality and create more sustainable businesses. READ NOW Quick Links Market & Investment Trends VIEW NOW Five-Year Outlook VIEW NOW Low Volatility Investing Strategies VIEW NOW MARKETSCAPE VIDEOS November 22, 2021 A Downgrade to China’s Economic Outlook Wouter Sturkenboom, CFA Chief Investment Strategist, EMEA and APAC China’s disappointing economy poses risks to the global economic recovery. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, explains what that means for our equity positioning. VIEW NOW November 15, 2021 The 2 Biggest Risks with High Inflation Jim McDonald Chief Investment Strategist There's too much focus on the current rate of inflation and not enough on its potential effects. Chief Investment Strategist Jim McDonald analyzes the real risks of inflation to investors. VIEW NOW VIEW ALL MARKETSCAPE VIDEOS PORTFOLIO STRATEGIES INSIGHTS 2021 Outlook and Forecasts Across the Investment Portfolio How we think equities, bonds, real assets and interest rates stack up for investors in 2021. READ NOW Equity Designed With Retirement In Mind A challenging environment for equity returns, and the potential for more risk, makes quality low volatility a good fit for retirement investing. READ NOW MORE PORTFOLIO STRATEGIES INSIGHTS Navigating Extended Periods of Volatility We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives. READ NOW How 500 Investors Confronted Climate Change We and other investors signed on for an initiative just a few years ago to encourage climate-friendly corporate policies. It already is making a difference. READ NOW When Investments in Equity Styles May Hurt Performance Small-cap, dividend and value stocks among other equity styles can come with unwanted baggage, and results, if investors aren’t careful. READ NOW VIEW ALL PORTFOLIO STRATEGIES INSIGHTS Subscribe for the latest investment management insights Explore innovative investment management updates and reports. SUBSCRIBE NOW OUR INVESTMENT MANAGEMENT EXPERTS Jim McDonald Chief Investment Strategist Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He is responsible for overseeing the strategic and tactical asset allocation policy for our institutional and wealth management clients globally. READ BIO Michael Hunstad, Ph.D. Head of Quantitative Strategies Michael Hunstad is head of quantitative strategies at Northern Trust Asset Management with responsibility for all quantitative equity research, strategist, and quantitative equity portfolio management activities. READ BIO Shundrawn A. Thomas President, Asset Management As president of Northern Trust Asset Management, Shundrawn A. Thomas is responsible for developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships and developing talented professionals. He also serves as a member of the Management Group for Northern Trust Corporation. READ BIO VIEW ALL INVESTMENT MANAGEMENT EXPERTS More Insights & Research The proactive, holistic guidance we provide clients is supported by the deep expertise of our thought leaders. Access up-to-date global analysis and market insights from our experts. 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