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Market Outlooks
Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
This piece is approved to use with clients.
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
Weekly Investment Commentary: A blast from the past
This piece is approved to use with clients.
Higher-for-longer interest rates are an important factor in portfolio construction.
Market Outlooks
Weekly Investment Commentary: A private discussion
This piece is approved to use with clients.
Within multi-asset portfolios, we believe blending private credit with private equity may offer an attractive yield with upside potential from capital appreciation.
Market Outlooks
Weekly Investment Commentary: Are we there yet?
This piece is approved to use with clients.
Given the macro backdrop, we advocate for a defensive tilt that is balanced with selective beta exposure in order to protect against the downside risk of a recession, while minimizing underperformance should the global economy surprise to the upside.