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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
Iran in Focus
As the Iranian conflict enters its second week, markets are increasingly focused on its duration, geographic breadth and the implications for global energy supply. In this Weekly Five, we examine how these dynamics may influence market volatility, inflation expectations and central bank policy.
- What are the major conflict considerations impacting the capital market landscape?
- How might the Iranian conflict directly impact portfolios, and what market levels are you paying closest attention to?
- How might the current conflict impact the Federal Reserve’s interest rate outlook?
- What are the implications of China lowering its official growth target?
- With only seven S&P 500 companies left to report Q4 earnings, what is your latest read?
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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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