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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
AI Market Disruptions
As AI‑related concerns ripple through markets, investor focus has shifted to potential labor displacement and sector‑specific disruption. In this Weekly Five, we examine how AI may impact jobs and software companies, evaluate forward‑looking earnings signals, and explore what falling interest rates may indicate about downside risks.
- What are your reactions to this week’s concerns around AI and its labor-market or broader-economic impact?
- To continue on the AI-disruption theme, what is happening in the software industry?
- With earnings season almost complete, what is your latest perspective on outcomes and forward prospects?
- What do you make of lower interest rates, with U.S. mortgage rates falling below 6%?
- Have the private-credit jitters you highlighted last week settled, or do concerns remain?
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
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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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