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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
Can Strong Earnings Offset Persistent Inflation?
The Song Remains the Same
Strong earnings momentum and ongoing corporate investment continue to support markets, even as inflation remains elevated and income growth stalls. Against a backdrop of geopolitical uncertainty, evolving rate dynamics and mixed global signals, markets continue to navigate an uneven macro environment.
- The Fed has historically relied on PCE, a key spending measure, to gauge consumer prices. Will that continue under Fed Chair Kevin Warsh, and what did the latest reading tell us?
- With earnings season all but wrapped up for domestic large cap companies, what is your read on trends and momentum?
- Government bond yields continue to garner market attention; what notable developments emerged this past week?
- What are we seeing in energy markets with respect to potential progress on Iran peace negotiations?
- Why have currency movements been out of the capital market zeitgeist recently?
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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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