Refine Search

Search Results

17 results found.

Investment Perspective: Less Growth, More Inflation
by Jim McDonald of Northern Trust, 3/17/22

With no end to Russia’s attack on Ukraine in sight, energy and agriculture are feeling the strain.

Investment Strategy Commentary: Market Pullback
by Jim McDonald of Northern Trust, 1/26/22

Spurred by rate hike concerns, geopolitical tensions and more, markets saw a 10% correction intra-day today – find out how that impacts our outlook.

Northern Trust’s 2022 Global Outlook
Gaining Perspective, featuring: Jim McDonald of Northern Trust, 1/4/22

Northern Trust, one of the world’s largest asset managers, foresees 2022 as a year of transitions. Central bank fiscal policy might become less accommodative or stimulative through a reduction in bond purchases. After years of virtually no inflation, investors are becoming more aware of the importance of hedging against it, given its recent sharp emergence. While there are indications of inflationary pressures decreasing in key supply chain bottlenecks, this is countered by strong housing and labor markets.

The Six Themes Driving the Global Economy
Gaining Perspective, featuring: Jim McDonald of Northern Trust with Bob Huebscher, 5/14/19

The chief investment strategist at one of the world’s largest asset managers provides insight into the six themes that will drive the global economy and capital market returns.

Valuation Sensitivity
by Jim McDonald of Northern Trust, 11/15/17

Has the stock market gotten too expensive? Overall, we would say it hasn't. But we do feel some sectors are better positioned than others.

August Market Outlook Update
by Jim McDonald of Northern Trust, 8/19/16
Risk assets advanced further during the last month, amid a relatively quiet fundamental backdrop. A strong July U.S. payroll report, following an even stronger June reading, helped quell concerns over the pace of recovery in the world’s largest economy.

June Market Outlook Update
by Jim McDonald of Northern Trust, 6/15/16
It appears that, once again, the Federal Reserve’s hopes to raise interest rates are being stymied by the economy. Just last month the Fed’s minutes showed a predisposition to raise rates soon, and Chair Janet Yellen said it would probably raise rates “in coming months” should the data continue to meet expectations.

May Market Outlook Update
by Jim McDonald of Northern Trust, 5/20/16
Something’s gotta give. The global growth environment remains subpar — stable but at a disappointingly sluggish pace. Central bankers, where possible, continue to ease policy, but the financial market reaction is increasingly unpredictable. In this environment, the predominant theme this year has been a bounce back in the most beaten-down assets — including commodities and emerging markets.

April Market Outlook Update
by Jim McDonald of Northern Trust, 4/21/16
The renewed appetite for risk assets continued during the last month, maintaining the strong rally after global equities registered a 20% decline from their highs on February 11. After triggering risk aversion in January, the news out of China is beginning to show some positive effects from their multi-pronged policy approach. The markets have also been supported by more realistic utterances from the Federal Reserve. Not only has the full committee reduced their expectations closer to the market, Fed Chair Janet Yellen has gained some ground in convincing investors that she's in control of policy making at the Fed.

Look Out Below?
by Jim McDonald of Northern Trust, 9/3/15
Are we experiencing a healthy correction or something more? After a long-period of relative calm, risk assets sold off meaningfully in response to global growth concerns. Our Chief Investment Strategist analyzes the fundamental picture in the wake of the recent downturn and what investors should do now.

Commodities: A Crude Awakening
by Jim McDonald of Northern Trust, 8/20/15
Commodities investors face numerous short-term challenges – falling demand, falling prices and a strong dollar – but this may present long-term opportunities for patient investors. Our Chief Investment Strategist, Jim McDonald, explains in his latest Investment Strategy Commentary: Commodities – A Crude Awakening.

Northern Trust Perspective
by Jim McDonald of Northern Trust, 7/17/15
Last month we said that the odds favored some sort of “kick the can down the road” agreement between Greece and its creditors, and it looks like that may be coming to pass. While there’s still much work to be done, the tone of the current agreement seems focused on avoiding a euro exit and debt write-downs, while ignoring growth-oriented policies. With the hard decisions yet again put off for another day, this should be euro-weakening, all else equal.

Northern Trust Perspective
by Jim McDonald of Northern Trust, 6/19/15
While we expect U.S. growth to see some improvement from the slow start to the year, we think optimists are likely to be disappointed at the overall pace of growth. The U.S. economy has averaged 2.2% growth since the financial crisis, and we don't see a material acceleration during the near-to-intermediate term. The prospect of a pending increase in the Fed funds rate has contributed to a rise in interest rates and strengthening of the dollar, both of which serve as a constraint on growth. We also don't see much upside to the U.S. economy through materially better growth outside the U.S.

Northern Trust Perspective
by Jim McDonald of Northern Trust, 5/23/15
Our monthly Perspective newsletter keeps you apprised of current market and economic conditions across an array of topics including: US, European and Asian markets, global real estate and commodities.

The U.S. Dollar: Is Strength a Weakness?
by Jim McDonald of Northern Trust, 3/14/15
The U.S. dollar has seen strong upward moves in the past 9 months. What would continued dollar strength mean for economic growth, earnings and asset class performance? Find out more in Jim McDonald's latest strategy piece.

Perspective
by Jim McDonald of Northern Trust, 7/25/13
Investors have faced a torrent of central bank actions and communications during the last month, and markets continue to differentiate among economies and companies a welcome maturation from the markets? prior regime of ?risk on/risk off.? We believe the Federal Reserve has moved from an easing bias to one of tightening but at an elongated pace that will remain data dependent. Joining in this parsimony are some key emerging-market central banks, including the People?s Bank of China, which is working to control credit risk in the Chinese economy.

Municipal Bonds : Much Healthier than Feared
by Jim McDonald, 9/14/10
Investors and advisors are growing increasingly concerned about investing in bonds. Historical levels of flows into the asset class have driven prices up significantly. The extended economic downturn continues to apply pressures to municipalities and states are struggling with their balance sheets. Despite these headwinds investment professionals maintain that municipal bonds should continue to play a role in client portfolios. We thank Northern Trust Investments for their sponsorship.
17 results found.