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Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
Initial Impulses
What is financial services reporting telling us about the health of the U.S. consumer? Is investor reaction to Taiwan Semiconductor’s reporting a harbinger for the tech sector? And how are markets interpreting this week’s favorable inflation data? Wealth Management CIO Eric Freedman answers the week’s top investor questions.
- Recognizing that it is still early in reporting season, what are your takeaways?
- Taiwan Semiconductor offers a barometer for technology earnings; what did we learn from their report?
- Domestic inflation data appeared favorable this week; how are markets interpreting it?
- You have emphasized how important Federal Reserve communications will be given Chair Warsh’s recent ascension into his role. What has the Fed shared in the past week?
- Chinese GDP received popular press attention this week, though China has been largely out of the limelight. What caught your attention?
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Featured Stories
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Newsroom
Commentary from Northern Trust Institute experts in leading media outlets.
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Fortune
Here’s the Advice I’m Giving Wealthy Clients Through Tariff Fears and Market Uncertainty
Katie Nixon shares advice for navigating volatility following changes in U.S. trade policy.
The Journal of Wealth Management
An ICAPM for Goals-Based Investing
Peter Mladina and Charles Grant share research on the intertemporal CAPM asset allocation framework for goals-based investing.
The Journal of Portfolio Management
An ICAPM Framework for Asset Allocation
Peter Mladina shares research documenting the implementation of intertemporal CAPM portfolio theory to practice.
Barron’s Future Returns
Invest for Goals, Not Returns
Katie Nixon discusses Northern Trust’s goals-driven investment strategy.
Portfolio Research by Peter Mladina
Explore research that examines best practices for asset allocation, portfolio construction and investment selection.
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