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Market Outlooks
The Fed remains on hold, but proceeding carefully
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
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Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023
Market Outlooks
Weekly Investment Commentary: Stocking up on defensive positioning
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Global equity markets have produced healthy returns across most regions year-to-date, with particularly strong results in the first half of 2023.
Market Outlooks
PMC Weekly Market Brief - October 23, 2023
PMC Weekly Market Brief - October 23, 2023
Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
Market Outlooks
Weekly Investment Commentary: Passing the torch to a new generation of income
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For investors, the uncertain interest rate and economic outlook heading into 2024 underscores the importance of maintaining a stable source of income with potential downside protection.
Market Outlooks
PMC Weekly Market Brief - October 16, 2023
PMC Weekly Market Brief - October 16, 2023
Market Outlooks
Weekly Investment Commentary: U.S. equity allocations amid earnings and economic uncertainty
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Thanks in large part to this year’s U.S. equity market rally, the S&P 500 Index’s price/earnings (P/E) multiple has expanded by 6.8% in 2023 through September (based on 12-month forward earnings). The S&P 500 returned 13.1% during this period, with earnings growth expectations up 4.1% (Figure 2).
Market Outlooks
Global Investment Committee Q4 2023 Outlooking: Investing in a late-cycle world
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Nuveen’s Global Investment Committee offers our outlook for 4Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.