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Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
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.
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.