Stocks are moving less in lockstep, creating a strong opportunity set for disciplined active stock selection focused on fundamentals, quality, and risk control.
Rising earnings continue to push markets higher, but we might be approaching the 'as good as it gets' moment, sometime soon, @ArnoutvanRijn thinks. Tune in to listen to the full 15-minute episode o...
In this Economics Weekly, Richard de Chazal looks at the past remarks of Greg Mankiw, who was appointed (along with William White and Thomas Sargent) to examine the Fed’s inflation framework, to ga...
The evolution and future of softwareInvesting Insights from the Sustainable Equity Team
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...
Our monthly summary of emerging market debt developments and the outlook.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
Effective benchmarking in private markets is less about finding a single “right” benchmark — and more about building a framework that supports optimal oversight and decision-making.
Mega IPOs and faster index inclusion rules may reshape liquidity, float, weighting, and execution for index investors and benchmark tracking.
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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