History suggests that it is better to embrace progress than hinder it.
Explore the complexities of the high-yield market through comprehensive insights from our experts.
The addition of Dell Technologies and Super Micro boosted the weighting to the technology sector. We also analyze changes to the value and growth indexes.
Tariffs do more harm than good to nations that impose them.
Rebalancing events help ensure benchmarks maintain exposure to companies within their targeted asset class or markets, but the rebalancing can also impact investment portfolios.
We review the key themes of the first half of a busy year.
Initial rate cuts by the European Central Bank and Bank of Canada may signal a transformative trend toward monetary easing.
Adapting to the new cycles requires swift operational changes, making the guidance of experienced managers crucial.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on the eurozone.
Chief U.S. Economist Ryan Boyle explains why measures of inflation don't match feelings about prices.
Higher education is one among many paths to success.
The allure of China as a global manufacturing hub is unlikely to fade anytime soon.
Lower inflation does not mean lower prices.
The health of the British economy is top of mind for voters in this election.
An array of data sources show a labor market that still has plenty of strength.
Mining brings economic benefit and environmental costs.
High-yield credit is experiencing strong inflows and investor confidence, potentially offering attractive returns and reduced volatility compared to other risk assets.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.
Mexico has momentum to meet demands from reshoring.
European disinflation allowed for a first cut, but the pace from here will be gradual.
I will never forget the first auction I witnessed. It took place during one of the many summers that I spent on a farm. The auctioneer talked exceedingly quickly, but those in the crowd seemed to understand everything he said.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Summer hiring promises more than just monetary rewards for teens.
This year's venture to Asia was informative and delicious.
Investors are reconsidering long-term capital commitments.
Home equity lending does not require policy support.
Lower interest rates in Europe will favor spending over saving.
New tariffs will renew trade tensions.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
The price gap between eating out and cooking at home is rising.
However we measure inflation, we see an incomplete recovery.
Will the rapid growth of private credit impair financial stability?
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
Sanctions have not been as powerful as expected.
Skepticism is warranted when inflation stories exclude bad news.
AI adoption will dent the fight against climate change.
Hong Kong's prospects are closely linked to the outlook for China.
The FOMC has enough factors to consider without adding politics to the mix.
The stronger U.S. dollar is benefiting America, but creating troubles in other geographies.
There are attractive investment opportunities in private credit against a backdrop of a U.S. economy that continues to outpace the eurozone and the U.K.
We saw a dovish slant to Powell’s remarks at yesterday’s press conference, with no rate hikes in sight.
For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
Having played sports my whole life, there is hardly an outdoor activity which I haven’t tried. I have been known to skip irksome social gatherings just to get out on to the fields.
Government economic intervention has persisted since the pandemic.
Financial stability is much improved since last year's stress.
Amid economic challenges, increased dispersion in high yield bonds suggests opportunities for selective investment choices versus broad sector-based strategies.