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Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
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In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Fixed Income Insights
Weekly Fixed Income Commentary: Mixed economic data boost Treasury yields
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U.S. Treasury yields rose as economic data mostly beat expectations.
Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
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With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.
Market Outlooks
Market Week in Review: Bank of Canada announces pause in rate hikes
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Quarterly taxable fixed income outlook: Better weather ahead for taxable fixed income
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Outlook on the quarter ahead from Nuveen's Anders Perssonm, CIO of Global Fixed Income, and Tony Rodriguez, Head of Fixed Income Strategy.
Fixed Income Insights
Quarterly municipal bond outlook: Municipal bonds: Tailwinds emerge in 2023
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Outlook on the quarter ahead from Head of Municipals John Miller.