Investment Perspective | Northern Trust Investment Perspective | Northern Trust
Skip to content

Investment Perspective

Read our analysis of current trends and expectations for future market performance.

Subscribe to Market & Investment Trend Insights

2025 Sustainable Investing Themes

A forward-looking view into five Sustainable investing themes that will shape investment strategies in the coming year

Read What the U.S. Tariffs Mean for Investors

We analyze the impact of U.S. tariff proposals on markets and how investors can manage their portfolios accordingly.

Read Capital Market Assumptions: 2025 Edition

How financial market conditions, the path of interest rates, the global economy and policies by the income U.S. government may impact performance.

Read The Price of Progress

Markets are reacting to early signals from the new administration. See how evolving priorities could influence growth and inflation, from fiscal strategies to trade adjustments.

Read High Hopes, Solid Grounds

The promising U.S. economic outlook back U.S. stocks while yields and our expectations of low defaults support high yield bonds.

2025 Global Investment Outlook

How financial market conditions, the path of interest rates, the global economy and policies by the income U.S. government may impact performance.

Read Buy America

U.S. markets may offer unique opportunities as resilient growth and evolving policies shape the landscape. Discover how equities, bonds, and real assets could potentially provide room to grow in a diversified portfolio.

Read Climbing the Wall of Worries

Despite a challenging environment, equities saw strong gains in Q3, with fixed income providing steady returns. Our experts provide insights on what this means for investors navigating uncertain markets.

Read S&P 500 Earnings Breadth Broadens

S&P 500 earnings broaden beyond the Magnificent 7, hinting at a more balanced market. Potential rate cuts and global shifts add complexity. Our experts discuss what this could mean for U.S. equities, real estate, and infrastructure in the months ahead.

Read Fundamentals Matter

While short-term fluctuations and sudden selloffs have tested the markets, key indicators such as corporate profits, employment data, and economic resilience have held firm. Learn more.

Read Upside Surprises

Seeking insight into the market’s stability in the face of inflation? Our latest analysis looks at upside surprises and what they could mean for investors.

Read Upside Surprises

Learn how strong consumer spending and a resilient job market may help support economic stability and growth. Our analysis highlights the critical factors and potential investment opportunities.

More Insights & Research

The proactive, holistic guidance we provide clients is supported by the deep expertise of our thought leaders. Access up-to-date global analysis and market insights from our experts.