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Market Outlooks
Global Weekly Commentary: Recession looms as regime takes root
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We’ve argued for a while that we’re in a new macro regime. Central bankers at the recent Jackson Hole forum started to recognize this reality.
Market Outlooks
Weekly Investment Commentary: Bullseye on a bear market rally
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Sometimes quality is the best defense.
Market Outlooks
Global Investment Committee midyear 2022 outlook: From pain to gain: Portfolio perspectives for turbulent times
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Nuveen’s Global Investment Committee offers our midyear outlook for 2022, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Weekly Investment Commentary: Energy primed to power through near-term uncertainty
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High energy prices make the Fed’s job harder, but not impossible.
Market Outlooks
Weekly Investment Commentary: Neither bubble nor bottom for U.S. housing market
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Real estate investors should be well positioned, especially if their sector and regional exposures are aligned with prevailing demographic and supply/ demand trends. Builders are still playing catch-up from the global financial crisis, with housing starts still above trend.
Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
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We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.
Market Outlooks
Global Weekly Commentary: Why we like credit over equities
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We prefer investment grade (IG) credit over equities on a tactical horizon as we see a new market regime with higher volatility taking shape.