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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
The Beat Goes On
U.S. equity markets took a breather as Treasury yields hit their highest level since mid-summer this week. However, positive economic readings are supporting risk assets, and we expect the Fed to remain on pace for two additional 25-basis-point cuts in 2024 and four in 2025.
- How do you interpret the rise of Treasury yields to date in October?
- How are equity markets responding to higher rates?
- How have investors’ expectations for monetary policy changed both in the U.S. and outside of the U.S.?
- How are high valuation multiples affecting the longer-term outlook for equity returns?
- Will strong recent economic readings change the Fed’s rate-cutting path?
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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.
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.
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Bloomberg LP’s “The Tape” Podcast
The Markets, Ukraine, Cyberthreats, And Supply Risks
Katie Nixon discusses economic risks and inflation in 2022.
Barron’s Future Returns
Invest for Goals, Not Returns
Katie Nixon discusses Northern Trust’s goals-driven investment strategy.
Kiplinger
Stock Market Correction? It’s a Buying Opportunity
Katie Nixon comments on rebalancing portfolios amid periods of volatility.
Yahoo! Finance
Inflation is the ‘biggest risk to the market’: Northern Trust Wealth Management CIO
Katie Nixon speaks about inflation at Yahoo! Finance’s All Markets Summit.
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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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.
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.
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