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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
Tariff Ruling, Weaker Growth and More
From the Supreme Court’s tariff ruling to softer U.S. GDP data and late stage earnings insights, this week delivered no shortage of notable developments. In this Weekly Five, we break down the tariff decision and what it may mean for markets, the economic drivers of weaker growth and their implications for policy rates, and the signals emerging as earnings season comes to a close.
- What are the tariff ruling’s implications for investors?
- While rear-view mirror in nature, what does Friday’s weaker GDP report mean for markets?
- As earnings season hits its final stanza, what have we learned?
- What is your read on private credit concerns that are persistent in today’s investment landscape?
- With the potential for Middle East conflict, specifically in Iran, what is your outlook for oil prices?
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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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