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Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights...
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political d...
Topical macro insights and investment commentary from Nuveen
A potential wave of mega-cap IPOs in 2026, including large venture-backed firms, could reshape global and US equity benchmarks.
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Our framework continues to suggest the global economy is in a slowdown regime, with growth above its long-term trend and decelerating.
Equity market concentration—especially in the US—has reached extreme levels, reducing true diversification. While this may reflect an early-stage innovation cycle, it raises valuation and portfolio...
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
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