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Market Outlooks
Global Investment Committee 2021 outlook: Dark tunnel. Bright light.
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Nuveen’s Global Investment Committee offer perspective about where we are, suggest five portfolio construction themes and provide thoughts about where we might be heading.
Market Outlooks
Global Weekly Commentary: Why we are turning bullish for 2021
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The expected widespread rollout of Covid-19 vaccines in 2021 has strengthened our conviction in an accelerated economic restart. We have turned more pro-risk, upgrading equities to a tactical overweight.
Market Outlooks
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Market Outlooks
Weekly Investment Commentary: For stocks, the long-term outlook is better than the near-term
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Stock prices rose again last week, as investor optimism over vaccine prospects continues to push investor sentiment higher. The S&P 500 Index advanced 1.7%, with value styles modestly outperforming growth (although all areas had pockets of strength and weakness).
Market Outlooks
Global Weekly Commentary: Our latest credit views
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We have closed our tactical underweight in EM debt as easy monetary policy is expected to stay, against the background of an improved 2021 outlook. Positive news on Covid vaccine development has boosted the case for an accelerated global restart in 2021.
Market Outlooks
Weekly Investment Commentary: Stocks hit record highs, but risks may be rising
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Stocks surged ahead during the holiday-shortened trading week as investor optimism over vaccine prospects continued to climb. The S&P 500 index rose 2.3% and several market indexes hit new highs, with the Dow Jones rising above 30,000 mark for the first time. Continuing the trend that has been in place for some time, value outperformed growth last week.
Market Outlooks
Global Weekly Commentary: Upgrading U.S. equities
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We upgrade U.S. equities to overweight, with a preference for quality large caps riding structural growth trends – as well as smaller companies geared to a potential cyclical upswing. We prefer to look through any near-term market volatility as Covid cases surge. Positive vaccine news reinforces our outlook for an accelerated restart during 2021, reducing risks of permanent economic scarring.