Thematic / Megatrends

Consider how global mega forces are impacting portfolios

How Fixed-Income Investing Is Evolving for European Insurers
  • 15 Jun 2026

The search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...

Confidence in a changing climate
  • 15 Jun 2026

How can institutions forge impactful climate strategies that are right for them and their end beneficiaries? Our “Confidence in a changing climate” guide showcases some of the solutions we have dev...

Equities outlook: Balancing AI’s promise and near-term macro risk
  • 15 Jun 2026

Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.

Market Perspectives: The ceasefire and its consequences
  • 15 Jun 2026

Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.

Macro Views: Growth grinds, inflation grows
  • 15 Jun 2026

Global markets face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks stay on alert. Tech and artificial intelligence investment continue to support...

The AI investment boom is reshaping stock market winners
  • 15 Jun 2026

Understand the evolving artificial intelligence investment theme and find out where the opportunities and risks currently lie across tech supply chains.

India loses EM share as AI trade surges
  • 15 Jun 2026

India’s weight in the MSCI Emerging Markets Index has declined sharply, while Taiwan and Korea gain amid capital shifts toward AI-driven semiconductor markets.

Building voluntary benefits that truly deliver
  • 15 Jun 2026

Voluntary benefits have outgrown their "extras" label and are now central to the employee experience. Smart benchmarking, curated design and claims innovation drive real value.

The intelligence dividend: what AI means portfolios
  • 12 Jun 2026

Topical macro insights and investment commentary from Nuveen