Asset Allocation Summit: Northern Trust Justifies Mounting Muni Interest

Published on October 23, 2025

Northern Trust Asset Management provided justification for the mounting interest in munis in the fixed income space.

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Beyond the Warning Light: A Nuanced US Housing Outlook

October 23, 2025
Over the last few years, the US housing market has defied expectations as prices, helped by constrained supply, have remained resilient—despite high mortgage rates and affordability challenges for homebuyers. But the outlook appears to be darkening, with recent headlines seizing on potentially adverse trends.

The End (of QT) is Nigh

October 23, 2025
While markets have been focused on the expected trajectory of short-term interest rates through Federal Reserve (Fed) rate cut expectations, the Fed’s balance sheet has recently come into focus as well.