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- Insights & Research
Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
Word of the Week: Uncertainty
The word of the week is “uncertainty” — a characterization frequently used by Fed Chair Powell at this week’s meeting to describe the Fed’s outlook. We discuss our takeaways in this Weekly Five.
- Did the Fed’s growth and inflation forecasts change in this week’s FOMC meeting?
- Have the risks of stagflation increased, and has this impacted consumer and labor market sentiment?
- Can you comment on Fed Chair Powell’s use of the word “transitory” during the FOMC meeting?
- How have markets interpreted the FOMC meeting?
- Can you comment on the slowing pace of run-off on the Fed’s balance sheet?
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
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.
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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
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MarketsA Plan for Any Market
Five reasons to stay the course in volatile markets
MarketsMarket Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
MarketsThe Weekly Five
Stay informed on recent market developments and their impact on your portfolio.
MarketsHow to Invest with Less Bias
Keep common investment biases from impacting results.
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.