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Market Outlooks
2023 midyear GIC outlook: Testing the waters
Nuveen’s Global Investment Committee offers our outlook for midyear 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Weekly Investment Commentary: Extra credit may be a plus for portfolios
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Against this backdrop of economic resilience, a likely stop to Fed rate hikes and little evidence of broadly deteriorating fundamentals, we believe commercial real estate — along with select “plus” fixed income credit sectors — warrant consideration for investors seeking higher yields and total returns.
Market Outlooks
Weekly Investment Commentary: Peak inflation piques investor interest
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Across the municipal bond landscape, we continue to prefer pairing credit risk with duration risk.
Market Outlooks
Weekly Investment Commentary: Can earnings continue to bend without markets breaking?
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Earnings growth looks poised to decline for the third quarter in a row and may mark its biggest drop since the second quarter of 2020.
Market Outlooks
Weekly Investment Commentary: The 60/40 portfolio: What’s old is new again
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The ongoing viability of the traditional 60/40 stock/bond portfolio has been debated before, but in 2022 the venerable allocation suffered its worst year since the global financial crisis amid an equity bear market and sharply higher interest rates.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook Flyer - June 2023
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
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Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.