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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
Somewhat Quiet on the Front
Markets have grown calmer in recent days as Middle East tensions have eased, but investors remain focused on whether that shift proves durable. In this Weekly Five, we examine what asset prices are signaling ahead of Saturday's ceasefire discussions, how earnings season may test current assumptions, and what recent rating changes mean for private credit.
- The capital market tone seems to have shifted with the current Middle East détente; is that sustainable?
- What are asset prices suggesting heading into this weekend’s significant talks?
- With corporate earnings season fast upon us, what are key focal areas?
- Inflationary pressures remain a focal point for investors; what do the latest readings suggest?
- How should investors interpret Moody’s revised outlook on BDCs and evergreen funds within private credit?
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Newsroom
Commentary from Northern Trust Institute experts in leading media outlets.
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Fortune
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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
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Peter Mladina shares research documenting the implementation of intertemporal CAPM portfolio theory to practice.
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Invest for Goals, Not Returns
Katie Nixon discusses Northern Trust’s goals-driven investment strategy.
Portfolio Research by Peter Mladina
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