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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
A Risk-Off Tone
Despite some strong earnings results from U.S. bellwethers, global risk asset markets are ending the week on a soft note, with investors focusing on macro data and recent tariff news, and appearing to show waning optimism for both.
- What did we learn from this morning’s jobs report?
- What is your outlook for the path of Fed policy following this week’s FOMC meeting?
- How is the market interpreting the most recent tariff news?
- Are we beginning to gain more clarity on the impact of tariffs on inflation?
- How is Q2 earnings reporting impacting your outlook for risk assets?
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
Podcast
Market Currents
There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.
Latest Episodes
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 All Investing and Economic Insights
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MarketsSix Wealth Planning Strategies for Volatile Markets
Periods of stress present significant opportunities for optimizing your plan.
MarketsA Plan for Any Market
Five reasons to stay the course in volatile markets
MarketsA Resurgence in Private Markets
Understand opportunities in the private markets for business owners.
MarketsMarket Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
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Let us help you navigate wealth’s complexities.
Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.