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Market Outlooks
2021 Market GPS: Diversified Alternatives Outlook
The message to take away from 2020 is that the rules are changing. Traditional fiscal and monetary policy has been replaced by exceptional measures to prop up economies and protect jobs in the face of a global pandemic, while increasingly antagonistic relations between countries have ushered in an era of heightened macro and political uncertainty.
Head of Diversified Alternatives David Elms and Diversified Alternatives Portfolio Managers Steve Cain and Aneet Chachra consider the impact of 2020 on investment markets. They explore some of the areas they are looking at as potential risks (and opportunities) for investors as we move into 2021 and explain why they believe that investors should look beyond traditional investment vehicles for real diversification and volatility mitigation.
Market Outlooks
Weekly Investment Commentary: Rising virus cases take a toll on the economy and markets
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Stock markets again hit record highs early last week on optimism surrounding vaccine approvals, but momentum trailed off as attention shifted toward the breakdown in fiscal stimulus negotiations and rising global economic restrictions. The S&P 500 Index was down 1% for the week, but small cap stocks advanced for the sixth consecutive week. Among sectors, only energy and telecommunications made it into positive territory, with the REITs and financial sectors faring the worst.
Market Outlooks
Global Investment Committee 2021 outlook: Dark tunnel. Bright light.
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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: For stocks, the long-term outlook is better than the near-term
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Stock prices rose again last week, as investor optimism over vaccine prospects continues to push investor sentiment higher. The S&P 500 Index advanced 1.7%, with value styles modestly outperforming growth (although all areas had pockets of strength and weakness).
Market Outlooks
Weekly Investment Commentary: Stocks hit record highs, but risks may be rising
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Stocks surged ahead during the holiday-shortened trading week as investor optimism over vaccine prospects continued to climb. The S&P 500 index rose 2.3% and several market indexes hit new highs, with the Dow Jones rising above 30,000 mark for the first time. Continuing the trend that has been in place for some time, value outperformed growth last week.
Market Outlooks
Weekly Investment Commentary: Stock markets are looking beyond near-term risks
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Investors last week focused on the positive coronavirus vaccine trials, as well as the negatives surrounding spiking virus cases and mounting economic lockdowns around the world.
Market Outlooks
Weekly Investment Commentary: A risk-on trade takes hold (for now)
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Equities jumped higher last week, with the S&P 500 Index rising 2.2%. Positive news from a potential Pfizer coronavirus vaccine provided some hope for a return to more normal economic activity in the year ahead.
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960 and made it famous around the world.