report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Containing concern in commercial real estate
This piece is approved to use with clients.
In the wake of the banking crisis, commercial real estate has been under the microscope because of risks from its exposure to regional banks.
Market Outlooks
Weekly Investment Commentary: Yearning for earnings growth
This piece is approved to use with clients.
With the end of the interest rate hiking cycle approaching, certain equity sectors that were among the hardest hit by rising rates over the past year may now be poised to benefit. Within information technology, we believe software could get a big boost.
Market Outlooks
Weekly Investment Commentary: Why cash isn’t king
This piece is approved to use with clients.
Amid higher interest rates, economic uncertainty and (most recently) banking sector turmoil, many investors have moved into higher-than typical allocations
Market Outlooks
Weekly Investment Commentary: Fed hikes as the banking sector collides with inflation
This piece is approved to use with clients.
Higher rates are contributing to banking issues, and should result in slower growth.
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.
Policy and Regulatory Commentary
Facing heightened uncertainty, the Fed delivers another hike
This piece is approved to use with clients.
The Fed has raised rates by 300 basis points since June, a nearly unprecedented pace of tightening done to combat persistent inflation amid continued strength in the labor market and consumer spending. But markets are worried it will go too far, triggering a recession.
Market Outlooks
Whitepaper: How pension plans can clear a higher hurdle
This piece is approved to use with clients.
Pension plans likely will need to find less conventional ways to boost returns in the coming years