To start off the new year, we've updated Perspective. In addition to a new look, Perspective also has an updated structure designed to better align our analysis to your interests. Starting this month we will be offering insights and analysis through four lenses: interest rates, credit markets, equities and real assets.
We see a change in what's driving the markets with the start of 2017 as well, as investors now are turning away from central bank policy and toward political engagement when assessing the market outlook.
What does the focus on political engagement mean for investment portfolios? Read the January outlook now.
Please note that the link to the January issue of Perspective will expire in six months. To access the most recent issue of Perspective at any time, please visit the Perspective home page.
Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds. View profile.
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