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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
Earning All-Time Highs
Public equity markets continue to reach new highs, supported by impressive earnings results. As earnings season concludes, we examine the forces driving market strength and the signals that may matter most in the months ahead.
- Friday’s labor market data appeared to be an about-face from recent trends, how much are markets focused on the outcome?
- What are you seeing with respect to earnings data?
- Given strength in non-U.S. indices, what are earnings and sales trends abroad?
- What are we learning about consumer health this earnings season?
- Much has been made about Federal Reserve forward guidance in the past week, what is your opinion?
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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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