IMPORTANT INFORMATION ABOUT ACCESS TO THIS WEBSITE

The information provided on this website is not intended for distribution to, or use by, any person in the United States or in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Northstar products are not available to US persons or citizens or residents of Bermuda. The website has been created for informational purposes only and is intended for use only by authorized distributors or current policyholders.

Please download and read the Terms & Conditions of Use below carefully. These set out the terms and conditions for accessing this website. After you have read and understood the Terms & Conditions of Use, you may click “I Accept” to proceed. By doing so, you:

i) confirm that you are accessing this website on an unsolicited basis, on your own initiative and in compliance with the laws and regulations of the jurisdiction or country in which you are residing;

ii) confirm your understanding that this website contains information about investment and/or insurance products and services that may not be available to persons in your jurisdiction;

iii) confirm that to the extent that any information contained in this website relates to any security or insurance, you will not use such information either directly or indirectly in connection with any purchase or sale, or the solicitation of any offer to purchase or sell, any security or insurance to or from any person that would violate the securities, insurance or other laws of any jurisdiction; and

iv) acknowledge expressly that you have read and understood the Terms & Conditions of Use and agree to abide by them.

By clicking ‘I Accept’ you confirm your understanding and acceptance of the criteria detailed above, and that you have read and accept the Terms & Conditions of Use.

NORTHSTAR – TERMS & CONDITIONS OF USE

Download

I Accept

Fund Manager Updates

Fading Trumponomics Optimism Gives Way to Global Growth

Fund Manager Updates
  • Sentiment has cooled The reflation narrative that has fueled markets for much of the last six months has begun to sputter of late. So what’s changed? In a word, sentiment. Markets were largely...

Read more

Two Reasons to Skip the Market's Joy Ride

Fund Manager Updates

MFS - James Swanson, CFA, MFS Chief Investment Strategist 

There are two primary reasons to be cautious about investing fresh capital in today’s richly valued US equity markets, in my...

Read more

Remain Or Leave: Implications of a Potential Brexit

Industry News Fund Manager Updates

The United Kingdom faces a crucial referendum on its membership in the European Union later this month. While polls have tended to favour the Remain camp, some of the more recent polls have put Leave in the lead. While no one...

Read more

Boring Can Be Beautiful

Fund Manager Updates

MFS - James Swanson, CFA, MFS Chief Investment Strategist 

While it's easy to get caught up in campaign season — whether in the United States, where raucous primaries are underway, or...

Read more

Fading Fears, Growing Risk Appetite?

Fund Manager Updates

MFS - James Swanson, CFA, MFS Chief Investment Strategist 

For months, the marketplace has feared a US recession, driven by a sluggish global economy, the collapse in energy prices causing a...

Read more

The Headlines Are Relentless, but the News Isn't All Bad

Fund Manager Updates

MFS - James Swanson, CFA, MFS Chief Investment Strategist 

So far in 2016, the headlines have been somewhat harrowing: China imploding. Banking problems in Europe. Devastation in the oil patch....

Read more

BNY Economic Market Overview - August 2015

Fund Manager Updates

BNY Economic Market Overview

CHINA SCRAMBLES, GREECE STEADIES, US ON TRACK

Headlines in July focused on the increasing momentum behind China’s stock market rout. Despite vigorous...

Read more

AllianceBernstein Global Economic Outlook - April 2015

Fund Manager Updates

AllianceBernstein Global Economic Outlook

Global Outlook

The global growth forecast of 3% for 2015 has hardly changed since the start of the year. Underlying growth and labor-market trends...

Read more

J.P.Morgan - Quarterly Perspectives Europe Q2 2015

Fund Manager Updates

Active Investing In Europe

At the start of the year we saw five reasons for better growth in the eurozone: the fading impact of austerity, slow but steady reform, an improving credit cycle, a...

Read more

MFS Strategist's Corner

Fund Manager Updates

RISING FORTUNES OF US CONSUMERS

13 March 2015

Quick Points

  • The latest reports on retail sales have been disappointing.
  • But I’m still optimistic about the...

Read more

MFS Strategist's Corner

Fund Manager Updates

NEVER DIVE FOR YIELD

24 February 2015

Quick Points

  • In this low-rate environment, everyone is in the hunt for yield.
  • When looking for yield, take the time to ask...

Read more

MFS Strategist's Corner

Fund Manager Updates

PULLED APART OR PUSHED AHEAD?

9 January 2015

Economic Overview

  • There may be things to worry about, but there’s also good news.
  • In my view, the global...

Read more

J.P.Morgan - Quarterly Perspectives Europe Q1 2015

Fund Manager Updates

How to play the stronger dollar

 Why is the dollar rising?

There are three key reasons for the dollar rise:

  •  Divergent economic...

Read more

AllianceBernstein US Perspectives

Fund Manager Updates

AllianceBernstein US PERSPECTIVES
Change in Fed Script Likely on Tap

At next week’s FOMC meeting, the committee must assess the implications of faster economic growth and falling...


Read more

AllianceBernstein European Perspectives

Fund Manager Updates

AllianceBernstein EUROPEAN PERSPECTIVES
Timid Loan Take-up Nudges ECB Closer to Quantitative Easing

With the ECB’s balance sheet barely expanding at all and inflation expectations...


Read more

AllianceBernstein Global Economic Outlook - December 2014

Fund Manager Updates

AllianceBernstein Global Economic Outlook
Global Economic Outlook

Current and prospective global economic growth conditions remain moderate. Estimates for 2014 growth in real gross domestic...


Read more

MFS Strategist's Corner

Fund Manager Updates

FEARING THE FED

11 December 2014

Economic Overview

  • Aside from the United States, which is near cycle highs based on manufacturing purchasing managers’ indices, the...

Read more

AllianceBernstein Global Markets Outlook - November 2014

Fund Manager Updates

AllianceBernstein Global Markets Outlook
Global Economic Outlook

Current and prospective global economic growth conditions remain moderate. Estimates for 2014 growth in real gross domestic...


Read more

MFS Strategist's Corner

Fund Manager Updates

FEARING THE FED

18 November 2014 2014

QUICK POINTS

  • Now the talk is that by doing less, the Fed could trigger a market collapse.
  • I suspect there are limits to...

Read more

J.P.Morgan - Quarterly Perspectives Europe Q4 2014

Fund Manager Updates

Searching far and wide for income

 Traditional sources of income are struggling against inflation

  •  Six years of extraordinarily loose monetary policy and weak...

Read more

MFS Global Markets Outlook - September 2014

Fund Manager Updates

Macroeconomic overview
One’s loss is another’s gain

The global liquidity spigot seems set to remain wide open. As the US Federal Reserve winds down its quantitative easing...


Read more

MFS Strategist's Corner

Fund Manager Updates

LINKING EQUITIES TO THE ECONOMY

18 July 2014

QUICK POINTS

  • Two more tenets cover the links between stocks and the US economy.
  • To equity investors, private sector...

Read more

MFS Global Markets Outlook - June 2014

Fund Manager Updates

Lacking direction in a “low vol” world

  •  Investors have been encouraged to search for yield amid low volatility and ongoing monetary...

Read more

MFS - Investment Insight 2014

Fund Manager Updates

Asset allocation themes for this year and beyond

Over the past couple of years, two popular economic stories have emerged. First, the tapering of asset purchases by the US Federal Reserve has...

Read more

MFS Strategist's Corner - 17 March 2014

Fund Manager Updates

MFS Strategist’s Corner – James Swanson, CFA

WILL MARGINS AND PROFITS PETER OUT?

QUICK POINTS

Let’s get back to margins and earnings as the point of...

Read more

MFS - Fundamental Investing

Fund Manager Updates

Strategies for the long term Historically, yield has been the main component of fixed-income returns. Even though the price of bonds may decline over time, income is always positive. Should interest rates rise modestly, bonds...

Read more

J.P.Morgan - Quarterly Perspectives Europe Q1 2014

Fund Manager Updates

Coming up next, more ECB action

 They’ve only just begun

Despite an improving economic backdrop and rising asset prices, it seems probable that the European Central...

Read more

MFS Strategist's Corner - 2 December 2013

Fund Manager Updates

MFS Strategist’s Corner – James Swanson, CFA

To invest or not to invest in 2014? That depends on what is yet to come

IN BRIEF

  • Recent data on...

Read more

MFS Global Markets Outlook - November 2013

Fund Manager Updates

Invest in long-term quality, not short-term uncertainty

IN BRIEF

  • Last month we got through the resolution of the US government shutdown and spending standoff,...

Read more

Davis Advisors - The Wisdom of Great Investors

Fund Manager Updates

Insights from Some of History’s Greatest Investment Minds

During extreme periods for the market, investors often make decisions that can undermine their ability to build long-term...

Read more

Davis Advisors Essential Wisdom for Today's Market

Fund Manager Updates

Recognize That Historically, Periods of Low Returns for Stocks Have Been Followed by Periods of Higher Returns

History shows that disappointing 10 year periods for stocks, though...

Read more