Expect a tougher climb

OpinioPro Selection
Door juli 10, 2019 17:02

Expect a tougher climb

Global Investment Committee Outlook 

Time for more defense 

Nuveen’s investment theme in 2019 has been Expect a tougher climb. A straightforward declaration, but one with nuance and range: For the first half of the year, the emphasis was still on “climb.” Recently, however, the “tougher” part has been getting the upper hand. That was certainly the case at the midyear meeting of Nuveen’s Global Investment Committee, where we debated what’s been happening in the markets, where we might be headed and, of course, what it all means for our clients’ portfolios. As you’ll see in this outlook, we don’t think we’re at the end of the current economic cycle, but we do think it makes sense for most investors to look for more defensive positioning while staying invested — and to rely on the benefits of a flexible and nimble, active management approach.  

OpinioPro Selection
Door juli 10, 2019 17:02

Zoek

Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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