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Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
Client Life Events
It’s time to have “The [estate planning] Talk”
This piece is approved to use with clients.
Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Goals/Needs-Based Investing
Successful charitable giving plans start with “why”
This piece is approved to use with clients.
Wealth Strategist Ben Rizzuto discusses the importance of understanding the motivations behind investors’ charitable giving aims and how advisors can help clients clarify and achieve their goals.
Market Outlooks
Weekly Investment Commentary: Passing the torch to a new generation of income
This piece is approved to use with clients.
For investors, the uncertain interest rate and economic outlook heading into 2024 underscores the importance of maintaining a stable source of income with potential downside protection.
Market Outlooks
Weekly Investment Commentary: U.S. equity allocations amid earnings and economic uncertainty
This piece is approved to use with clients.
Thanks in large part to this year’s U.S. equity market rally, the S&P 500 Index’s price/earnings (P/E) multiple has expanded by 6.8% in 2023 through September (based on 12-month forward earnings). The S&P 500 returned 13.1% during this period, with earnings growth expectations up 4.1% (Figure 2).
Market Outlooks
Global Investment Committee Q4 2023 Outlooking: Investing in a late-cycle world
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Nuveen’s Global Investment Committee offers our outlook for 4Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Weekly Investment Commentary: A home for real estate in multi-asset portfolios
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In our view, an allocation to real estate remains essential in a multi-asset portfolio.
Market Outlooks
Weekly Investment Commentary: Expanding the horizons of your equity portfolio
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Within non-U.S. developed equities, Japan and the U.K. are two markets where compelling valuations and, in our view, easy-to-beat growth expectations are setting up a strong backdrop.
Market Outlooks
Weekly Investment Commentary: A durable case for duration
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One way to do this is by adding to investment grade corporate bonds, which have relatively longer durations than the broader fixed income market. They are also currently yielding close to 6%, and defaults are expected to remain low.
Market Outlooks
Weekly Investment Commentary: Post-Jackson, it’s time to start filling duration holes
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With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.