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Market Outlooks
A broadening opportunity set
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Our investment teams across asset classes share where they see investment opportunities in our latest Global Investment Outlook. Today, we see a much broader opportunity set across asset classes and regions, and the outlook over the remainder of this year (and into 2024) appears favorable for balanced portfolios.
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.
Market Outlooks
Weekly Investment Commentary: A home for real estate in multi-asset portfolios
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In our view, an allocation to real estate remains essential in a multi-asset portfolio.
Market Outlooks
Weekly Investment Commentary: Expanding the horizons of your equity portfolio
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Within non-U.S. developed equities, Japan and the U.K. are two markets where compelling valuations and, in our view, easy-to-beat growth expectations are setting up a strong backdrop.
Market Outlooks
Weekly Investment Commentary: A durable case for duration
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One way to do this is by adding to investment grade corporate bonds, which have relatively longer durations than the broader fixed income market. They are also currently yielding close to 6%, and defaults are expected to remain low.
Market Outlooks
Weekly Investment Commentary: Post-Jackson, it’s time to start filling duration holes
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With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.
Market Outlooks
Weekly Investment Commentary: Markets hang on as summer rumbles along
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Demand despite downgrade should remain strong. We don’t think the U.S. will struggle to find buyers for Treasury securities, which could cause yields to rise. U.S.
Market Outlooks
Quick Thoughts: Artificial intelligence—A primer
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Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.