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Market Outlooks
CAPITAL MARKET ASSUMPTIONS: 2023 EDITION FIVE-YEAR OUTLOOK
Northern Trust expects higher interest rates and flat global yield curves to cap bond and equity returns, causing market returns to drift below historical averages.
Market Outlooks
The Next Five Years: What Investors Can Expect
Curated content for RIAs.
Rising interest rates, high inflation and tighter monetary policy have many investors wondering: Is the worst behind us? Join us to get an inside look into our new capital market assumptions research.
Macroeconomic & Geopolitical
Jackson Hole Comments Contribute to Stock Decline, U.S. Jobs Market Expected to Remain Strong
This piece is approved to use with clients.
Investors give about a 65% chance of a 0.75% Fed rate hike in September. The U.S. jobs report on Friday is expected to show 3.5% unemployment and 300,000 jobs added.
Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
This piece is approved to use with clients.
Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Market Outlooks
Lower U.S. Inflation Supports Stocks, Consumer Goods Firms to Report Earnings
July inflation fell below estimates and declined from June. Walmart, Home Depot and Target are scheduled to report earnings as investors track inflation’s effect on companies.
Market Outlooks
MarketScape: How Value Stocks Performed After Technical Recessions
Investors may worry that value stocks’ outperformance may be coming to an end, but history shows a different pattern. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., examines value’s performance after technical recessions.