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Market Outlooks
CAPITAL MARKET ASSUMPTIONS: 2023 EDITION FIVE-YEAR OUTLOOK
Northern Trust expects higher interest rates and flat global yield curves to cap bond and equity returns, causing market returns to drift below historical averages.
Market Outlooks
The Next Five Years: What Investors Can Expect
Curated content for RIAs.
Rising interest rates, high inflation and tighter monetary policy have many investors wondering: Is the worst behind us? Join us to get an inside look into our new capital market assumptions research.
Market Outlooks
Weekly Investment Commentary: Bullseye on a bear market rally
This piece is approved to use with clients.
Sometimes quality is the best defense.
Market Outlooks
Global Investment Committee midyear 2022 outlook: From pain to gain: Portfolio perspectives for turbulent times
This piece is approved to use with clients.
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
This piece is approved to use with clients.
High energy prices make the Fed’s job harder, but not impossible.
Market Outlooks
Lower U.S. Inflation Supports Stocks, Consumer Goods Firms to Report Earnings
July inflation fell below estimates and declined from June. Walmart, Home Depot and Target are scheduled to report earnings as investors track inflation’s effect on companies.