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Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Market Outlooks
Global Weekly Commentary: Higher rates reinforce income’s appeal
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Major central banks are set to hike policy rates again this week and keep them higher, counter to market views for cuts this year.
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
Investment Perspective: Watching Wages
Inflation tied to wage growth remains resistant to central bank taming.
Market Outlooks
Global Weekly Commentary: Market view too rosy – for now
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Markets have leapt ahead this year, driven by China’s reopening, falling energy prices and slowing inflation.
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.