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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
Signals Under the Surface
Despite an onslaught of headlines ranging from Fed subpoenas to geopolitical tensions, markets remained calm — even as meaningful reactions unfolded below the surface. This week’s insights unpack what’s muting market volatility, from consumer trends and tech earnings to policy risks and the lowest global credit spreads in nearly 20 years.
- This week had numerous headlines, so why didn’t markets seem to react to them?
- Are the concerns around Fed independence overhyped as it relates to capital market implications?
- What have corporate earnings told us thus far about consumer health?
- What have we learned about technology to date in earnings season?
- This week, global credit spreads touched the lowest levels in nearly 20 years. What does that mean, and is it a source of concern?
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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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