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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
Let's Make a Deal
After “bright red” levels of recent volatility, investor sentiment moderated this week in light of some clarity on trade negotiations with key partners. We discuss our updated views on tariffs, the earnings outlook, and timely tax planning insights for volatile markets in this Weekly Five.
- What is the state of U.S. trade negotiations with major trading partners?
- How have trade issues been reflected in both the “soft” and “hard” economic data?
- Are trade-related issues affecting growth and earnings forecasts?
- What factors are responsible for the relatively high levels of Treasury yields?
- What planning strategies should be top of mind for taxpayers amid market volatility and potential legislation?

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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
Podcast
Market Currents
There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.
Newsroom
Commentary from Northern Trust Institute experts in leading media outlets.
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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A Plan for Any Market
Five reasons to stay the course in volatile markets
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Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
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The Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
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How to Invest with Less Bias
Keep common investment biases from impacting results.
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