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Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Market Outlooks
Investing in a Pandemic: Lessons Learned and What’s Next
The crash a year ago created tremendous opportunities as price levels became disconnected from longer-term prospects.
Market Outlooks
Weekly Investment Commentary: Growth and technology rise ahead of earnings
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Most global equity markets rose last week as economic data was generally neutral-to-positive. In the U.S., the S&P 500, DJIA and NASDAQ each added 2% or more during a week of relatively light trading volumes ahead of a highly anticipated earnings season.
Market Outlooks
Weekly Investment Commentary: Equities extend their quarterly win streak
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Global equity markets rose last week, with the S&P 500 Index eclipsing the 4,000 mark for the first time in history.
Market Outlooks
Global Investment Committee 2Q 2021 outlook: Welcome to the upside scenario
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Nuveen’s Global Investment Committee offer perspective about where we are, suggest five portfolio construction themes and provide thoughts about where we might be heading.
Market Outlooks
Weekly Investment Commentary: We anticipate more market leadership shifts
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Global equities were mixed last week, with U.S. markets faring better than their non-U.S. counterparts. Large-caps outperformed small caps, while growth underperformed value.
Market Outlooks
Weekly Investment Commentary: Expect volatility as the focus returns to the Fed
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Equity markets fell last week driven by investors’ reaction to the Federal Reserve meeting, which underscored expectations for a strong economic recovery, but did little to quell fears over rising inflation and bond yields.