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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
Previewing the Year-End Slipstream
What trends in the AI ecosystem should be top-of-mind as we enter the fourth quarter? Is the AI spending boom still accelerating? And what’s the market’s take on consumer health? CIO Eric Freedman answers key year-end questions prior to the long Labor Day weekend.
- What key developments will you be looking for within the AI ecosystem?
- What about capital expenditure trends within AI, given their major impact on earnings trajectories across industries?
- How are markets anticipating consumer activity and durability?
- What are markets focused on with the Federal Reserve?
- Interest rate volatility and upward risks to borrowing costs have been a global phenomenon in recent weeks; how are you gauging this into year end?
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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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