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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
In the Rearview Mirror?
With markets reaching record highs at end-of-week following a historic rebound from April’s lows, investors are optimistic that recent drivers of volatility are, largely, in the rearview mirror.
- Has your outlook for the path of rate cuts changed in light of recent commentary on the divergent views at the June Fed meeting?
- How is the Fed likely to interpret recent lower growth and higher inflation readings?
- How has the recent Israel-Iran ceasefire influenced the outlook for global oil markets and inflation?
- Is the One Big Beautiful Bill Act on track to be signed into law by the Fourth of July?
- How are U.S. trade talks and expected tariff rates evolving with major trading partners?

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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.
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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.
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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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Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
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