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Market Outlooks
Global Investment Committee midyear 2022 outlook: From pain to gain: Portfolio perspectives for turbulent times
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Nuveen’s Global Investment Committee offers our midyear outlook for 2022, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
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A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed rhetoric leads to higher Treasury yields
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U.S. Treasury yields rose as the U.S. Federal Reserve leaned hawkish and economic data were slightly worse. Spread assets weakened as a result.
Market Outlooks
Weekly Investment Commentary: Energy primed to power through near-term uncertainty
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High energy prices make the Fed’s job harder, but not impossible.