How to Invest in Dividend Equities Now
Insurance AUM Journal Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging …
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Posts From Northern Trust
Navigating Extended Periods of Market Volatility
Risk Insights Series We are in a new era of extreme volatility that is leaving investors searching for new ways to achieve the same portfolio objectives. In an environment marked by …
Investment Strategy Commentary: Will the V Become a W?
The upward march in financial markets and economic activity has been quite rapid in recent months, resembling a V-shaped recovery. Risks to a continuation of that unabated recovery have emerged recently in the U.S., as COVID-19 case counts are now
The Coronavirus Breaks Containment
Weekly Economic Commentary Carl offers thoughts on the progress of the pandemic. I belong to an international economic association that meets annually during the summer. We had been set to gather in Madrid earlier this month, but COVID-19 forced …
Global Asset Allocation Investment Perspective
Overoptimism? Global financial markets have rocketed back from their late-March lows, with the S&P 500 briefly in positive territory for the year. Why are the financial markets performing so much better when the economy is still so weak? Financial markets
Global Economic Outlook
COVID-19 is a global pandemic, and while the experience has varied across countries, we are seeing some common threads. Indicators over the past month have suggested that the worst of the downturn is behind us. Industrial activity is resuming, businesses
How To Invest In Dividend Strategies Now
Companies globally are slashing dividends as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing liquidity and solvency over returning capital to shareholders. While dividends are being eliminated or suspended,
Weekly Economic Commentary – The Jobs Data Doesn’t Add Up
In this issue The Jobs Data Doesn’t Add Up Yes, Brexit Is Still An Issue Frustration For Food Producers
Carl comments on the protests that have spread across the United States.
Weekly Economic Commentary I grew up on the South Side of Chicago in the 1960s. The latter part of the decade was a challenging time for our city, and for our country. I lived close to the University of Chicago,
How to Invest in Dividend Equities Now
Point of View Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing …
Pandemic Policy Hasn’t Always Seized The Moment
Weekly Commentary Timing is everything. We want to hit the road just ahead of rush hour. We enjoy perfectly ripe fruit, and a perfectly cooked steak. (And a perfectly aged wine to go with it.) We seek to deliver jokes
Justified Enthusiasm
Investment Strategy Commentary There has been increasing focus on whether the U.S. stock market is too “top heavy,” with an over-reliance on the top technology stocks. We think business fundamentals should …
Lives and Livelihoods
After weeks in lockdown, many major economies are easing restrictions to reboot economic activity. Unfortunately, they are faced with a difficult tradeoff between lives and livelihoods. A slow reopening will limit a renewed viral outbreak, but will also prolong the
Less Reward, More Risk
Investment Perspective Risk assets have rallied strongly over the last seven weeks as policy actions have been forceful, COVID-19 cases have peaked in important areas and investors have been willing to look past the short-term economic …
U.S. Economic & interest rate outlook
This month, we are watching economic data catch up to the difficult circumstances. We could see in our daily lives that the economy was approaching a standstill; now, we can begin to understand the extent of the economic impairment. With
Policy Progress
Investment Perspective Risk markets have rallied strongly since the fourth week of March, reflecting a collision of positive policy developments and bearish investor sentiment. After a one-month decline of 34% in the S&P 500, we have experienced a snap-back rally
Oil Down, Remdesivir Up
Countries across the globe are slowly starting the process of loosening public health restrictions in their efforts to restart economic growth. Meanwhile, we received a positive surprise about a COVID-19 treatment that will likely become one part of the building
Oil Down, Remdesivir Up
Investment Strategy Commentary Oil's Winners & Losers; Remdesivir's Data Countries across the globe are slowly starting the process of loosening public health restrictions in their efforts to restart economic growth. Meanwhile, we received a positive surprise about a COVID-19 treatment
Small Businesses Cast A Large Shadow – Weekly Economic Commentary
We love tales of successful entrepreneurship. We admire tech titans who start by cobbling together computers in a parent’s garage, researchers who spend years perfecting and then producing revolutionary medical therapies, and small people with big ideas who overcome serial
Bridges to Reopening
Investing Strategy Commentary Health Policy Remains the Key Aggressive action by the Federal Reserve has helped restore some liquidity and animal spirits to financial markets, while fiscal policy is starting to kick in despite cumbersome transmission mechanisms in some cases.
Weekly Economic Commentary
The Fed Opens the Floodgates Supporting the Workforce Though the Crisis Australia’s Record Expansion Is Ending
Fixed income update first quarter 2020
KEY POINTS COVID-19, declared by WHO as a global pandemic in March after rapidly spreading to Europe then to North America, triggered historic movements in the fixed income markets and put an end to the record long U.S. bull market.
Coronabonds Reopen Europe’s Divide
Before “normal” was redefined by COVID-19, I spent a fair amount of time traveling to give presentations. (So much, in fact, that my wife used to joke that I should change my address to the airport, because that is where
Uncharted Waters
Global Economic Outlook COVID-19 continues to wreak havoc on global financial markets and the global economy. Nations and cities around the world are in lockdown. Vast amounts of economic activity have come to a standstill. As a result, most major
Tentative Signs of Improvement
Investment Strategy Commentary Market Signals We have written about the key market signals we are monitoring to assess the effectiveness of the monetary, fiscal and health policy responses to the COVID-19 virus. We are seeing some progress on the monetary
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