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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
Swift and Sudden
Five years past the COVID crisis and nearly three years past the last bear market, we are seeing similarly challenging financial markets. And no investor has an information edge.
- Did the week’s tariff policy developments bring any clarity to the equity markets?
- What triggered the Trump administration’s 90-day pause on implementation of tariffs on Wednesday?
- How might the weakening U.S. dollar and rise in Treasury yields affect the Trump administration's policy objectives?
- Can you reconcile the mixed signals between the hard and soft data on growth and inflation?
- What does the forthcoming earnings season portend for the outlook for corporate fundamentals?

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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.
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.
Bloomberg LP’s “The Tape” Podcast
The Markets, Ukraine, Cyberthreats, And Supply Risks
Katie Nixon discusses economic risks and inflation.
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
- Markets
A Plan for Any Market
Five reasons to stay the course in volatile markets
- Markets
Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
- Markets
The Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
- Markets
How to Invest with Less Bias
Keep common investment biases from impacting results.
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Let us help you navigate wealth’s complexities.
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