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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
Rate of Change
With the U.S. Federal Reserve increasing interest rates for the first time in over three years, investors are contemplating the implications across financial instruments and the real economy. In this Weekly Five, we explore central bank policy, interest rates and earnings concerns emanating from proposed restraints on AI model development.
- What are your key takeaways from Wednesday’s Federal Reserve decision?
- Did investors receive any more insight into Chair Warsh or the committee’s evaluation process?
- Any read from the more immediate market reactions?
- The 10-year Treasury yield touched a notable level this week. How are investors interpreting the move?
- As we prepare for next earnings season with only two weeks left in the third quarter, what impact might restrained AI model development have on expectations?
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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.
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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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