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Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
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Nuveen’s Global Investment Committee offers our outlook for 2Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
Whitepaper: How pension plans can clear a higher hurdle
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Pension plans likely will need to find less conventional ways to boost returns in the coming years
Market Outlooks
Weekly Investment Commentary: A blast from the past
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Higher-for-longer interest rates are an important factor in portfolio construction.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.