Investment analysis for yield and duration-focused investors
Nuveen's latest Energy Infrastructure Credit outlook explores the powerful forces reshaping America's energy landscape and the com...
The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 soverei...
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Mid-Year Outlook 2026 explores uneven growth, rising inflation and geopolitical shocks, then outlines how investors can favour real rates, credit, gold...
For years, investors have questioned whether the traditional 60/40 portfolio still has a place in modern markets. Recent market moves suggest those doubts may be premature. As inflation pressures e...
Please join Ralf Preusser in conversation with Mark Cabana and Adarsh Sinha to discuss the outlook for G10 rates and FX. We will discuss implications of the new Fed call, updated rates and FX forec...
Why global short duration credit and why now?
Key Takeaways Private equity portfolios built around large buyouts and co-investments may need rebalancing in an environment that increasingly rewards smaller companies with greater potential to g...
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