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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
Election Digestion
We’re 81 days away from the midterms, but capital markets have had a dress rehearsal for the actual event following a series of primary outcomes at the congressional and gubernatorial levels. Wealth Management CIO Eric Freedman goes beyond the headlines to discuss insights for investors in this Weekly Five.
- How much are markets focused on recent domestic election activity?
- What are prediction markets suggesting about election outcomes, and how reliable are they relative to traditional polling data?
- To that end, are markets anticipating potential split-government results as a positive for capital markets?
- How does this all tie back to your investment outlook?
- How did markets digest this week’s inflation data, and what does the data suggest about what’s ahead?
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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.
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