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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 PREVIEW OF 2026: FIVE KEY THEMES
Against a backdrop of shifting economic conditions, several forces are set to drive global markets in 2026. In this Weekly Five, we examine five key themes — from consumer resilience and employment risks to central bank divergence and capital-market trends — and what it could mean for portfolios, interest rates and investment opportunities in the year ahead.
- What is your outlook for the consumer heading into 2026?
- Will softening employment or persistent inflation weigh more heavily on Fed policy?
- How are global central banks adjusting their respective monetary policies?
- What is your outlook for bonds heading into 2026?
- What factors are influencing your equity market outlook?
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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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