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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
Reset Expectations
The final days of 2024 have brought a bout of volatility across global stock and bond markets, largely driven by a reset of expectations around U.S. monetary policy. Wealth Management CIO Katie Nixon discusses our views on the December Fed meeting and more in this Weekly Five.
- What did the recent Fed action reveal about the progress on inflation and economic growth?
- How much weight should be placed on the importance of the Fed “Dot Plot?”
- How has the Treasury market interpreted the Fed decision?
- How did the Fed decision affect the outlook for equities?
- How has the Fed meeting impacted the economic outlook for 2025?
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.
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.
MarketsHow to Invest with Less Bias
Keep common investment biases from impacting results.
MarketsLooking Through the Triple Net Lens
Focus on the impact of expenses, taxes and inflation on gross returns.
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.