report by BlackRock
Results for ""
Market Outlooks
Global Investment Committee midyear 2022 outlook: From pain to gain: Portfolio perspectives for turbulent times
This piece is approved to use with clients.
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.
Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
This piece is approved to use with clients.
A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Market Outlooks
Weekly Investment Commentary: Energy primed to power through near-term uncertainty
This piece is approved to use with clients.
High energy prices make the Fed’s job harder, but not impossible.
Market Outlooks
Weekly Investment Commentary: Neither bubble nor bottom for U.S. housing market
This piece is approved to use with clients.
Real estate investors should be well positioned, especially if their sector and regional exposures are aligned with prevailing demographic and supply/ demand trends. Builders are still playing catch-up from the global financial crisis, with housing starts still above trend.
Market Outlooks
Weekly Investment Commentary: A preferred take on the financials sector
This piece is approved to use with clients.
For tax-sensitive income investors, preferreds can be a source of taxefficient income that diversifies municipal bond holdings and other investments.
Market Outlooks
Weekly Investment Commentary: Are “better than feared” earnings good enough?
This piece is approved to use with clients.
It’s not just about equities. While typically viewed as an equity market indicator, corporate earnings are also relevant to other asset classes, and have broader economic implications as well.