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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
Through the (Increasingly Clear) Looking Glass
“You can call it an outline, you can call it a trail map — just don't call it forward guidance,” underscored Fed Chair Kevin Warsh this morning. Yet his commentary was more comprehensive than many anticipated. CIO Eric Freedman provides insight on what that means for investors and puts NVIDIA’s earnings in context in this Weekly Five.
- Fed Chair Kevin Warsh had a much-anticipated speech today in Jackson Hole, Wyoming. Can you set up the capital market significance of this speech before delving into potential implications?
- Did today’s speech offer some level of forward guidance?
- The bond market had a confluence of activity in the past two weeks; how do you contextualize today’s speech and its impact on the bond market?
- The world’s largest public company by market capitalization reported earnings on Wednesday, what are the major implications?
- With respect to earnings, what is the current snapshot and how are expectations trending?
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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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