The US-Iran agreement has unblocked oil traffic through the Strait of Hormuz, causing Brent crude to fall to around $70 per barrel and fuelling the view that the energy crisis is now on the wane.
In this month’s issue, the outlook for global banks is starting to improve following a few difficult years. Templeton Global Investments offers its analysis of this and other market trends.
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
A less transparent Fed could increase uncertainty, weaken policy transmission and raise market volatility as investors lose key signals on rates and risk.
This insight provides a comprehensive mid-year outlook for 2026 across multiple financial sectors including macroeconomics, equities, retail, funds, and various fixed income markets such as Agency...
A special podcast edition on the H2 2026 outlook. Our experts share their global growth expectations in a resilient but uneven landscape, and explore...
At the end of 2025, we asked if real estate would finally escape its Groundhog Day loop; have we just had another go around?
Explore Nuveen's Global Investment Committee's perspectives on the state of the economy, portfolio construction themes and our bes...
In this episode of Signal vs. Noise, Savita Subramanian, Head of U.S. Equity & Quantitative Strategy, reviews a surprising first half of 2026 and explains why she believes investors should look bey...
It would seem the war between the US and Iran is now over. Who won and who lost is beyond the scope of this blog, however the consequences of the war are important for investors.
Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulle...
Assessing an environment pointing towards a structurally higher neutral rate, stronger long-term earnings growth, and a renewed need for discipline in both duration management and equity valuation.
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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