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Market Outlooks
Global Weekly Commentary: Energy shock spurs Europe's recession
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The energy crunch will drive a recession in Europe, as we’ve argued since March. The crisis has worsened since then as Russia has halted gas supplies.
Market Outlooks
CAPITAL MARKET ASSUMPTIONS: 2023 EDITION FIVE-YEAR OUTLOOK
Northern Trust expects higher interest rates and flat global yield curves to cap bond and equity returns, causing market returns to drift below historical averages.
Market Outlooks
Global Weekly Commentary: Recession looms as regime takes root
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We’ve argued for a while that we’re in a new macro regime. Central bankers at the recent Jackson Hole forum started to recognize this reality.
Market Outlooks
Weekly Investment Commentary: Bullseye on a bear market rally
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Sometimes quality is the best defense.
Market Outlooks
Global Investment Committee midyear 2022 outlook: From pain to gain: Portfolio perspectives for turbulent times
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Nuveen’s Global Investment Committee offers our midyear outlook for 2022, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Weekly Investment Commentary: Energy primed to power through near-term uncertainty
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High energy prices make the Fed’s job harder, but not impossible.