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Market Outlooks
Municipal Bonds: How Utilities May Deliver Resilience In Recession
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U.S. municipal utility bonds – backed by issuers who provide water, sewer and electricity – have limited losses during past recessions, providing investors with an opportunity to fortify their portfolios against economic weakness by investing in strategies holding utility bonds.
Market Outlooks
Whitepaper: How pension plans can clear a higher hurdle
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Pension plans likely will need to find less conventional ways to boost returns in the coming years
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.
Investing Ideas
Finding Stocks with Staying Power: The Quality Dimension White Paper
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Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
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Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Investing Ideas
A Guide to Investing in a Time of COVID-19…and Beyond
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It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-COVID-19 landscape.