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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
Earnings Season Spotlight
As we reach the end of the third quarter earnings season, the news from corporate America is generally positive. We discuss our sector-level views, including tech and retail, and why we believe earnings and fundamentals will be the key drivers of market returns in 2025 in this Weekly Five.
- What is Q3 earnings season telling us about the outlook for U.S. equities?
- What factors drove the meaningful differences between Walmart’s (WMT) and Target’s (TGT) Q3 earnings results?
- How has recent economic data affected the outlook for growth and monetary policy in the eurozone?
- What is the outlook for the Fed’s rate-cutting cycle?
- What is the current state of the U.S. housing market?
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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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