Consider how global mega forces are impacting portfolios
Topical macro insights and investment commentary from Nuveen
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
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...
MarketVector
May proved a strong month for global equities, with markets buoyed by an exceptional first-quarter earnings season and continued enthusiasm surrounding artificial intelligence.
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
We believe AI – artificial intelligence, must be developed and used in a way that respects people, protects the planet and supports long-term value creation.
The new health savings account dollar limits, adjusted for inflation, are now available for employers to use in their 2027 benefit planning, administration and communication materials.
The Medicare GLP-1 Bridge program expands access to obesity medications while prompting employers to reevaluate retiree strategy, costs and long-term plan sustainability.
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