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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
A Confluence of Influences
An array of financial and geopolitical factors coalesced to drive volatility across asset classes this week, adding to an increasingly complex capital market backdrop. Wealth Management CIO Eric Freedman discusses our outlook and risk cases in this Weekly Five.
- Leverage appeared to play a role in capital market activity this week, can you detail your views?
- Central bank activity garnered considerable market attention this week; what are your takeaways?
- How did the bond market interpret the Federal Reserve’s decision?
- Despite an overall positive earnings season thus far, some tech companies remain under pressure for spending trends; does this represent a shift in investor thinking?
- Other technology companies have received better treatment following earnings; any consistent themes?
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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.
Explore Specialized Advice
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