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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
Not Strait, but Circuitous
Iran-related tensions continue to grip capital markets, with localized risks across energy, inflation expectations, and select geographies. In this Weekly Five, we share our latest insights on potential conflict-driven spillover risks, earnings expectations and this week’s jobs data and private credit developments.
- What are your latest views on Iran and its spillover risks to capital markets?
- What is happening across energy prices, and what can we learn from these movements?
- Do you continue to expect higher earnings for the S&P 500, and what are your thoughts about non-U.S. markets?
- Through the eyes of capital markets, what are the major takeaways from Friday’s Bureau of Labor Statistics employment situation report?
- What are your latest views about private credit?
Subscribe to Invested for Weekly Updates
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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