- 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
From Macro Back to Micro
Corporate earnings are set to take center stage as investors assess the sustainability of AI investment and the impact of promotions on consumer spending, while also evaluating what shifting stock and bond relationships may signal for portfolios ahead. CIO Eric Freedman shares his latest insights in this Weekly Five.
- What are markets anticipating for this upcoming quarter’s earnings picture?
- What potential threats could emerge to challenge earnings expectations?
- What about consumer dynamics heading into earnings season?
- With global equities close to all-time highs, what are you seeing across broad portfolio relationships?
- This week, the Federal Reserve announced the leaders of its task forces are evaluating existing practices — what are the potential investment implications?
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.