report by BlackRock
Results for ""
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Policy and Regulatory Commentary
No big waves from the Fed to close an unprecedented year
This piece is approved to use with clients.
The Fed upgraded its longer-term economic outlook, while warning of near-term risks.
Policy and Regulatory Commentary
Decision 2020: What the apparent Biden victory means for the markets and investors
This piece is approved to use with clients.
With Joe Biden becoming the presumptive President Elect, Nuveen's Global Investment Committee takes a look at financial market implications
Policy and Regulatory Commentary
Global Investment Committee 2020 4Q outlook: a clearer path for growth
This piece is approved to use with clients.
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.
Policy and Regulatory Commentary
Fed to keep rates low despite rapid drop in unemployment
This piece is approved to use with clients.
The Fed remains committed to extraordinarily accommodative monetary policy.
Policy and Regulatory Commentary
2020 U.S. elections: Uncertainty? Yes. Opportunities? Also yes.
This piece is approved to use with clients.
Nuveen’s Global Investment Committee takes a look at different 2020 U.S. election scenarios and offers perspective on investment implications.
Policy and Regulatory Commentary
COVID-19 isn’t going away
This piece is approved to use with clients.
Colossal policy responses in the second quarter reassured investors that the U.S. economy can weather the COVID-19 downturn, with a relatively quick return to risk assets pushing the S&P 500® up 20.5% for the period, its best quarter since 1998. After bottoming in March, U.S. stocks rose as much as 44% before the rally stalled a bit over the last few weeks of the quarter. We saw a few signs of hesitation for more policy among lawmakers as indicators improved, but overall both Congress and the Federal Reserve (Fed) remain prepared to do more.
Policy and Regulatory Commentary
The U.S.-China relationship in a changing global economy
This piece is approved to use with clients.
An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years. Though the “Phase One” agreement between the countries remains intact, it is very fragile and China is turning to a more domestic focus. The U.S.-China relationship, however, remains pivotal for the global economy, and in our mini-forum devoted to the topic, we began with a discussion of the relationship from China’s perspective.