April 3, 2025
In our latest market insight, we examine the recent tariff announcement from President Donald J. Trump, highlighting what was announced, what remains uncertain, and the potential macroeconomic considerations for investors.
March 21, 2025
With tariffs and fiscal shifts adding complexity, we examine how investors are responding across asset classes, from maintaining U.S. equity exposure to increasing international positions and favoring low-volatility, high-quality strategies. Learn more.
March 6, 2025
Treasury teams face mounting pressures, yet many still rely on manual tools that slow them down. We explore how automated AI-driven tools can optimize accuracy, enhance risk mitigation, and deliver real-time insights. Learn more.
February 20, 2025
The potential impact of artificial intelligence (AI) on productivity and economic growth is difficult to pin down and subject to great debate in academic and industry literature. While overall gains are acknowledged, the range of projections is wide.
February 20, 2025
As globalization takes on new forms, the world remains interconnected. While goods trade slows, services trade is growing, proving global connections are shifting, not disappearing.
March 20, 2025
The Fed kept rates unchanged while leaving the door open for potential cuts if inflation and growth trends support a shift.
March 18, 2025
Stocks are flirting with a correction, sentiment is weak, and recession fears are growing. But is the outlook really that dire? We analyze why the economy may be more resilient than it seems.
The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ After a six year analysis of nearly 300 institutional equity portfolios totaling $250+ billion of assets, six key findings emerged to help answer that question.
Investors tuning their portfolios to environmental, social and governance (ESG) values must ensure their investments take ESG seriously. We introduce a way to help separate the real ESG strategies from the posers.
We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives.
Inflation drags down cash performance. We explain how investors can make cash work harder for yield, and mitigate inflation’s damage, while still preserving capital.
Michael Hunstad is deputy chief investment officer and chief investment officer of global equities for Northern Trust Asset Management. Michael is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies.