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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
Earnings Preview, Market Breadth and Potentially Calming Bond Markets
Expectations remain high heading into earnings season, but investors are seeking greater visibility on what will sustain the next phase of growth, particularly whether continued AI investment is translating into durable value creation. CIO Eric Freedman outlines the signals he's watching across technology, consumers, markets and bonds.
- As we get set for a busy earnings season, where do estimates stand?
- What will you be focused on this earnings season for the technology sector?
- What will you be watching to gauge consumer activity?
- Despite the S&P 500 reaching all-time highs this week, what is your interpretation of the U.S. public equity market’s “breadth” issues and overall sector performance?
- Will interest rate volatility endure, and what are your major takeaways from this week’s bond market developments?
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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.
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.
Explore Specialized Advice
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