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Market Outlooks
2023 Outlook: A Pivotal Year - On-Demand Webinar
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New year, new market challenges. Join our Chief Investment Strategist for North America Chris Shipley for our take on what investors can expect in 2023.
Market Outlooks
2023 Outlook: A Pivotal Year
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Northern Trust expects turbulence as inflation and monetary policy fears pivot to a weak global economy, but also to lower inflation and central bank pauses.
Market Outlooks
Weekly Investment Commentary: Public or private – both deserve credit
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Prior to 2022, investors were forced to chase yields in private fixed income as yields in public fixed income remained stubbornly low.
Market Outlooks
MarketScape: Investors Could Look Past Current Market Snags, or Maybe Not
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An economic slowdown looms but investors could overlook it under the right conditions. Chief Investment Strategist for North America Chris Shipley analyzes how investor sentiment could change quickly.
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
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We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Market Outlooks
Weekly Investment Commentary: 2023: Shifting gears from inflation to recession
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For equities, the best offense is a good defense — in the near term. Heading into year-end, we continue to prefer defensive equity positioning, allocating to dividend growth stocks and U.S. public infrastructure, which can serve as a hedge against sticky inflation.