The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.

Despite challenges, the U.S. market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025.

For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.

Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Donald Trump and Republicans support sweeping changes that could affect the economy, markets and investors. But narrow margins in Congress could complicate that agenda.

No country wants external developments to drive up its borrowing costs and weaken its currency, which is what the UK is facing today, together with serious cyclical and structural challenges. But if the British government responds appropriately, recent market volatility might turn out to have a silver lining.

Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.

Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.

Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.

The US housing market faces a delicate balancing act in 2025, influenced by effects of the pandemic and persistently high mortgage rates.

The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

The strong performance of large-cap stocks over the past decade has left the market exceptionally top-heavy. By some measures, stock market capitalization has never been more concentrated among a handful of large stocks as today.

Engaging up front with four key workstreams may smooth the process of adding a solution.

The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices.

Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.

US equities had a stellar 2024, with the S&P 500 up 25%, but the year ended on a softer note. The sharp rise in bond yields has caught the market's eye

The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.

Most of us like to ring in the new year with fresh energy. The Europeans appear to have made good on this resolution.

Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.

Nothing is more fundamental to the current health of the economy than jobs creation and income growth.

Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.

Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.

As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.

The December PMI report, released on January 5, 2025, indicates that the U.S. services sector continued to grow, albeit at a measured pace, suggesting resilience in certain areas of the economy.

The journey from niche asset to core allocation looks set to continue.

On the inaugural edition of Market Week in Review for 2025, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, discussed Canadian Prime Minister Justin Trudeau’s resignation as well as the latest batch of U.S. and global economic data.

We identify four categories of risks to the growth outlook.