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Market Outlooks
Global Weekly Commentary: Opportunities in globalization rewiring
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Last week’s bond yield jump and stock tumble underscore we’re in a new regime of greater volatility. A renewed focus on U.S. fiscal challenges and surprise policy tightening in Japan have stirred up volatility in developed markets (DM).
Market Outlooks
The Fed hikes again as expected
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
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Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
Global Weekly Commentary: Tighter policy all around
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The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: Gradually, Then Suddenly
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In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Market Outlooks
2023 midyear GIC outlook: Testing the waters
Nuveen’s Global Investment Committee offers our outlook for midyear 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.