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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
RATES, RESILIENCE AND YEAR-END INSIGHTS
The Federal Reserve’s latest meeting delivered a 0.25% rate cut as expected, but revealed wide divergence among policymakers on the future path of interest rates. Against a backdrop of resilient U.S. economic data and mixed labor-market signals, investors are weighing earnings breadth, valuation levels, and interest rate dynamics as 2025 draws to a close.
- What are the key takeaways from this week’s Federal Reserve meeting?
- Given the mechanics described above, what are key investment implications emerging from the Fed meeting?
- What are the core domestic economic readings from this week’s investment huddles within Northern Trust?
- As we turn the page to the new calendar year, what are your predictions for earnings trends, both domestic and global?
- What are your thoughts on valuation across asset classes right now?
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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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