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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
Market Perspectives for the Year Ahead
As 2026 begins, markets are balancing geopolitical headlines, shifting labor trends, and evolving energy dynamics. In this Weekly Five, we explore what these developments mean for investors and how they are shaping our market perspectives for the year ahead.
- Northern Trust covered Venezuelan developments earlier this week. Is there anything further to add as the week has unfolded?
- We have seen a lot of employment data released in recent days, including a much anticipated report today. How are you and the markets reading the results?
- How are corporate earnings looking, and what will markets emphasize?
- With midterm elections occurring in 2026 amid increased headlines around affordability, are there any noteworthy capital market implications?
- What is the read on consumers through the holiday season?
Subscribe to Invested for Weekly Updates
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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