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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 Calm Remains Conditional
Markets have made upward strides amid easing geopolitical tensions, but the calm remains conditional as uncertainty persists. In this Weekly Five, we share our latest perspectives on geopolitics, volatility, earnings season and interest rates — and how they may influence the path forward for markets and investors.
- Given the rapidly unfolding news flow from the Middle East, what are your latest thoughts on the Strait of Hormuz news?
- Can you contextualize the current market volatility relative to historical precedent?
- With Iran tensions appearing to be easing, what are some of the larger capital market themes you are focused on?
- What is more important to markets right now; the Federal Reserve’s future policy changes or what is happening with longer-term interest rates?
- What have we learned so far during Q1 earnings season?
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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.
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