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Market Outlooks
Weekly Investment Commentary: 10 predictions 2021: The world improves, but do markets already know?
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2020 will go down in history as a year we all wish we could forget, but never will. The unprecedented coronavirus pandemic changed everything. While the economic and earnings recession was short but deep, the humanitarian crisis remains devastating.
Market Outlooks
Weekly Investment Commentary: A look back at our 10 Predictions for 2020
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As 2020 winds down (and before we unveil our 2021 Predictions), it’s a good time to look back at the past 12 months and provide initial thoughts about what the next year might bring. 2020 will long be remembered for the devastating coronavirus pandemic that sparked the sharpest and shortest recession in modern history.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on positive investor sentiment
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U.S. Treasury yields closed higher last week, led by longer maturities. Investors were encouraged by positive news related to Brexit, coronavirus vaccines and U.S. fiscal relief efforts. The Federal Reserve (Fed) remained dovish at its December meeting, maintaining asset purchases at least at the current level for the foreseeable future.
Fixed Income Insights
Weekly Fixed Income Commentary: Risk-off sentiment drives Treasury yields lower
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U.S. Treasury yields declined last week, led by longer maturities. Risk sentiment deteriorated, with investors concerned about a potential no-deal Brexit, rising coronavirus cases and waning prospects for additional U.S. fiscal stimulus. This week’s Federal Reserve (Fed) meeting is not expected to result in any policy shifts, but the Fed could extend the maturity of its Treasury purchases.
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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on prospects for stimulus
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Long U.S. Treasury yields increased sharply last week, while shorter-maturity yields were little changed. Prospects for additional U.S. fiscal stimulus, boosted by weaker-than-expected employment data, provided investors with hope that a new federal aid package would lift future growth. Concerns remain over short-term virus-related challenges, however.