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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
Key Takeaways From Davos
Davos put global economics, trade agreements, and security alliances front and center this week, revealing underlying geopolitical fissures even as the broader economic backdrop remains steady. This week we highlight key Davos insights, Japan’s policy shifts and early earnings trends.
- How different is the macro picture after Davos’ conclusion than before the forum began?
- How did financial markets ultimately digest the WEF/Davos proceedings?
- Markets remain very focused on Japanese interest rates and policy developments; why are they important to global investors?
- As we get deeper into earnings season, what are key takeaways and themes?
- Given the focus on Davos and earnings, what did we learn from economic releases?
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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
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