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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
Steady Markets, Active Crosscurrents
Markets remained steadier than anticipated at week’s end despite Friday the 13th superstition, though active crosscurrents persist beneath the surface. In this Weekly Five, we break down earnings season takeaways, the drivers of ongoing tech-sector volatility, and how consumers are faring in today’s economy.
- What are your key takeaways and themes from what remains a very busy earnings season?
- What are your views on this week’s much anticipated outlook from the Congressional Budget Office?
- Why are investors unsettled about the software sector?
- Is consumer stability a robust theme this earnings season?
- With a Federal Reserve Chair succession on the horizon, are markets anticipating further rate reductions?
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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.
Explore Specialized Advice
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