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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
Lest We Forget
Following Fed Chair Warsh’s Jackson Hole speech and the latest employment and inflation data, markets are assigning an 87% probability of a Fed rate hike this month — up from 35% a mere two weeks ago. CIO Eric Freedman unpacks the data in this Weekly Five.
- What drove interest rates higher this week and what is your read on Treasury Secretary Bessent’s claim that he is “the house” with respect to the Japanese yen?
- What are these developments’ near- and intermediate-term capital market implications?
- How are markets approaching next week’s Federal Reserve meeting, and what are the read-throughs from the European Central Bank raising interest rates?
- What did we learn from the last vestiges of U.S. quarterly earnings?
- What is your latest read on energy prices and their capital market impact?
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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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