- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
Fed Transition: Key Market Implications
As a new Federal Reserve Chair takes office, markets are recalibrating expectations for interest rates and policy direction. What could shift for long-term rates — and what are earnings and AI signaling about the consumer and investment cycle? Find out in this Weekly Five.
- With Kevin Warsh’s swearing-in as the new Federal Reserve chairman, what are the likely near-term capital market implications?
- What should markets anticipate over the long term with Warsh as chair?
- For all the focus on AI, what did earnings reports tell us this week about the state of the consumer?
- With Nvidia’s earnings carrying significant weight among investors, what did this Wednesday’s earnings offer on AI insights?
- How are regions diverging from a growth standpoint following the Iranian conflict?
Subscribe to Invested for Weekly Updates
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
%20scale(1,%20-1)%20rotate(-90.000000)%20translate(-22.445237,%20-21.357547)%20'%20points='21.2928054%2010.2071946%2022.707019%208.79298104%2030.8809213%2016.9668834%2015.4904479%2033.9221138%2014.0095521%2032.5778862%2028.119%2017.034'%3e%3c/polygon%3e%3c/g%3e%3c/svg%3e)
Newsroom
Commentary from Northern Trust Institute experts in leading media outlets.
'%20stroke='%23979797'%20stroke-width='3'%3e%3cg%20id='Group-3'%20transform='translate(280.000000,%202682.000000)'%3e%3cg%20id='open-arrow'%20transform='translate(296.324116,%2027.324116)%20rotate(-45.000000)%20translate(-296.324116,%20-27.324116)%20translate(283.824116,%2015.324116)'%3e%3cpolyline%20id='Path-2-Copy-2'%20transform='translate(18.332031,%2012.000000)%20scale(-1,%201)%20rotate(90.000000)%20translate(-18.332031,%20-12.000000)%20'%20points='6.33203125%206%2018.3320312%2018%2030.3320312%206'%3e%3c/polyline%3e%3cline%20x1='0'%20y1='12'%20x2='24.3320313'%20y2='12'%20id='Path'%3e%3c/line%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
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
Let us help you navigate wealth’s complexities.
Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.