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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
Earnings in Focus
Only a third of the year has passed — but it feels as if markets have already absorbed a full year’s worth of developments. What are earnings revealing about AI demand and spending? What are early results signaling for growth across the U.S. and other key regions? And how are markets balancing geopolitical risks with an increasingly complex central bank environment?
- What did you learn from Wednesday’s Q1 earnings releases?
- Beyond technology, what trends are you seeing this earnings season?
- Is the Iranian conflict largely priced into capital markets?
- What are the major market implications from an event-rich week for the Federal Reserve?
- What did we learn from other global central banks this week?
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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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