In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge centr...
Markets were driven by fast‑moving headlines this week, swinging between rising tensions and hopes of a lasting resolution in Iran. But strong company earnings kept equities near record highs despi...
Following strong performance in 2025 and a solid start to 2026, emerging market (EM) hard currency bonds corrected slightly in the early stages of the conflict in Iran but have since reversed much...
Although nonfarm payroll growth has improved in recent months, I expect weaker results ahead.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
2026 equity outlook: Middle East risks, global market impact, and undervalued pharma—what investors should watch now.
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
Explore Nuveen's Global Investment Committee perspectives on the state of the economy, investment markets in 2026 and strategies.
Energy prices matter—but the bigger shock may hit other areas that feed into inflation and growth. With the war in Iran dragging past the original ceasefire deadline, how might the situation impac...
Mideast hopes, AI enthusiasm, strong US data boost stocks.
In episode 12 of Gemcast, we are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refi...
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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