Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

How Adaptable Are Markets?

Despite a relentless news cycle and lingering geopolitical risks, markets have shown signs of resilience. In this Weekly Five, we examine inflation, the Fed, consumer trends and earnings season — and why adaptability remains a defining theme across the economy.

Given lingering Iranian tensions, what are your current views on capital market implications?
What is your outlook for interest rates?
What are we learning about consumer trends during earnings season?
Outside of consumer implications, what are we learning from earnings season?
With technology remaining center-stage for investors, what are you are focused on?

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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.

Newsroom

Commentary from Northern Trust Institute experts in leading media outlets.

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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