- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
MIXED SIGNALS
Markets are ending a difficult week on a positive note, buoyed by renewed hopes of a December policy cut. Despite Nvidia’s blockbuster earnings release and a stronger-than-expected jobs report this week, sharp swings across major indexes underscored continued investor anxiety.
- What did we learn from September’s employment report?
- What does Walmart’s earnings report tell us about the health of the U.S. consumer?
- What is your expectation for a Fed rate cut in December, given the lack of visibility in data?
- How would you juxtapose the high valuations and expectations in the AI space with the underlying fundamentals?
- Should investors be concerned about the elevated levels of equity market volatility toward the end of this week?
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
%20scale(1,%20-1)%20rotate(-90.000000)%20translate(-22.445237,%20-21.357547)%20'%20points='21.2928054%2010.2071946%2022.707019%208.79298104%2030.8809213%2016.9668834%2015.4904479%2033.9221138%2014.0095521%2032.5778862%2028.119%2017.034'%3e%3c/polygon%3e%3c/g%3e%3c/svg%3e)
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.
'%20stroke='%23979797'%20stroke-width='3'%3e%3cg%20id='Group-3'%20transform='translate(280.000000,%202682.000000)'%3e%3cg%20id='open-arrow'%20transform='translate(296.324116,%2027.324116)%20rotate(-45.000000)%20translate(-296.324116,%20-27.324116)%20translate(283.824116,%2015.324116)'%3e%3cpolyline%20id='Path-2-Copy-2'%20transform='translate(18.332031,%2012.000000)%20scale(-1,%201)%20rotate(90.000000)%20translate(-18.332031,%20-12.000000)%20'%20points='6.33203125%206%2018.3320312%2018%2030.3320312%206'%3e%3c/polyline%3e%3cline%20x1='0'%20y1='12'%20x2='24.3320313'%20y2='12'%20id='Path'%3e%3c/line%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
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 Specialized Advice
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.