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Market Outlooks
Weekly Investment Commentary: Optimism waivers despite solid economic news
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Most global equity markets declined modestly last week as investors grappled with headlines that alternated between improving economic data and rising global COVID-19 case counts. In the U.S., the S&P 500, DJIA and NASDAQ each fell by less than 0.5%. The same was true for the MSCI EAFE and ACWI ex-US indexes while their emerging market counterpart gained 0.4%, despite the rapidly deteriorating health care situation in India.
Market Outlooks
AAM Viewpoints: Stimulus, household savings, inflation
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The 30,000-foot headline message can read that the stimulus payments to individuals will provide additional monies for essential needs and/or to spend on goods and services that would fuel the recovery of the economy impacted by the COVID-19 pandemic. With significantly more cash in the hands of the consumer/household than before the pandemic, along with the trillions of dollars in government spending, it can be argued that the economy is set up for an inflationary period.
Market Outlooks
Weekly Investment Commentary: Equities reach record high on strong economic data
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Stronger-than-expected economic news propelled stocks to new highs last week. Lower Treasury yields helped drive the outperformance of growth and momentum styles after those areas of the market meaningfully lagged value in the first quarter. The biggest sector winners this week were utilities, materials and health care, which each gained 3% or more. No sectors posted negative returns for the week.
Market Outlooks
Weekly Investment Commentary: Growth and technology rise ahead of earnings
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Most global equity markets rose last week as economic data was generally neutral-to-positive. In the U.S., the S&P 500, DJIA and NASDAQ each added 2% or more during a week of relatively light trading volumes ahead of a highly anticipated earnings season.
Market Outlooks
AAM Viewpoints: Municipal markets get a shot in the arm as political tailwinds build
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Q1 2021 started out much the same way as Q1 2020 for US municipal markets, beginning with strong performance early in the year, only to be followed by volatility and a move to the downside.
Market Outlooks
Weekly Investment Commentary: Equities extend their quarterly win streak
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Global equity markets rose last week, with the S&P 500 Index eclipsing the 4,000 mark for the first time in history.
Market Outlooks
AAM Viewpoints: Equity Performance During and After a Period of Rising Interest Rates
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The yield of the 10-year Treasury has risen 80% from the beginning of the year until the time of this writing (3/26/21). This got us wondering where we think we might park our money during a time of rising interest rates, and where to rotate to once they’ve peaked.
Market Outlooks
Global Investment Committee 2Q 2021 outlook: Welcome to the upside scenario
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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.