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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 Relative Calm
With markets highly sensitive to the hour-by-hour impacts of the news and the noise, progress in negotiations with trading partners and a de-escalation of anxiety regarding Fed independence this week calmed investors amid the ebbs and flows of uncertainty.
- How have interest rates responded to news on trade negotiations and tensions between the White House and the Federal Reserve chair?
- What sectors are benefitting from this week’s relief rally?
- How is reported progress in trade negotiations impacting investor sentiment?
- What is the state of negotiations between the U.S. and China, and are we seeing economic impacts?
- How is earnings season shaping the forecast for U.S. equities?
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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
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.
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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Stay informed on recent market developments and their impact on your portfolio.
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Keep common investment biases from impacting results.
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Let us help you navigate wealth’s complexities.
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