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2021 predictions for private markets

2021 predictions for private markets

🕔09:04, 7.Apr 2021

Last March many would have thought that with at least three major pharmas rolling out their vaccines, nine months later the crisis would be winding down. Unfortunately, a combination of underestimated virus contagion and overestimated vaccine distribution makes it look like 2021, at least through the first half, will be a continuation of 2020.

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Treasury yields rise on promising economic data

Treasury yields rise on promising economic data

🕔14:11, 25.Feb 2021

U.S. Treasury yields rose and the yield curve steepened, as economic data came in stronger than expected. Spreads in non-Treasury sectors generally tightened, though emerging markets spreads widened amid brief dollar strength.

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Perspectives on today’s real estate market

Perspectives on today’s real estate market

🕔09:24, 12.Jan 2021

2021 Outlook Perspectives on today’s real estate market Our real estate team believes the current market offers opportunity for strategic allocation of private real estate for long-term investment benefit. We also see themes taking shape that will impact the opportunity

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2021: The world improves, but do markets already know?

2021: The world improves, but do markets already know?

🕔14:53, 6.Jan 2021

Investment perspective and market outlook 10 Predictions  For the first time in the 30 years we have been issuing our annual 10 Predictions, we developed a second “revised” set in April to reflect how much the world had changed. And

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Treasury yields rise on positive investor sentiment

Treasury yields rise on positive investor sentiment

🕔07:32, 29.Dec 2020

U.S. Treasury yields closed higher last week, led by longer maturities. Investors were encouraged by positive news related to Brexit, coronavirus vaccines and U.S. fiscal relief efforts. The Federal Reserve (Fed) remained dovish at its December meeting, maintaining asset purchases

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Stocks are likely to remain in a trading range for now

Stocks are likely to remain in a trading range for now

🕔11:11, 31.Oct 2020

Weekly Investment Commentary Stocks snapped a three-week winning streak last week, with the S&P 500 Index dropping 0.5%. The U.S. elections continued to dominate the headlines, with polls showing an increasing likelihood of a Biden victory and Democratic sweep of

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Stocks are likely to remain in a trading range for now

Stocks are likely to remain in a trading range for now

🕔07:50, 30.Oct 2020

Weekly Investment Commentary Stocks snapped a three-week winning streak last week, with the S&P 500 Index dropping 0.5%. The U.S. elections continued to dominate the headlines, with polls showing an increasing likelihood of a Biden victory and Democratic sweep of

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Treasury yields rise amid support for risk assets

Treasury yields rise amid support for risk assets

🕔11:18, 29.Oct 2020

Weekly Fixed Income Commentary U.S. Treasury rates closed higher last week, led by longer maturities. A constructive market tone lifted rates and supported risk assets. Prospects for additional fiscal stimulus prior to the U.S. election dimmed, but rates rose nonetheless

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20/20 vision: a clearer path for growth

20/20 vision: a clearer path for growth

🕔11:11, 21.Oct 2020

Viewpoints from the Global Investment Committee  The question seems to come up consistently in investment meetings and in every conversation with fellow investors – from retirement plans managing their asset/ liability mix, insurance companies providing guaranteed income and individual investors

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Treasury yields rise amid risk-on sentiment

Treasury yields rise amid risk-on sentiment

🕔11:09, 14.Oct 2020

U.S. Treasury yields rose across the yield curve last week, led by longer maturities. Investors saw renewed potential for a fiscal stimulus package, as well as the possibility of a Democratic sweep of the White House and Senate. Risk assets

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Think real assets

Think real assets

🕔13:04, 13.Oct 2020

Optimizing pension plan outcomes using public and private real asset In a world of low return expectations and even lower interest rates, pension plans are re-evaluating their portfolios, looking for alternative ways to achieve return targets and improve funded status. 

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Private real assets: improving portfolio diversification with uncorrelated market exposure

Private real assets: improving portfolio diversification with uncorrelated market exposure

🕔07:47, 2.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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Private real assets: improving portfolio diversification with uncorrelated market exposure

Private real assets: improving portfolio diversification with uncorrelated market exposure

🕔09:29, 1.Oct 2020

Since the global financial crisis, interest rates have been anchored at unprecedented lows. At the same time, stock and bond investments have produced positive returns along with bouts of significant volatility. This has left many investors questioning long-held return expectations

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Treasury yields increase slightly as the Fed keeps asset purchases steady

Treasury yields increase slightly as the Fed keeps asset purchases steady

🕔14:53, 22.Sep 2020

Most U.S. Treasury yields increased modestly last week, led by longer maturities. The Federal Reserve (Fed) disappointed investors, as it did not expand long-duration asset purchases as some had hoped. The …

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Women in the city

Women in the city

🕔13:13, 18.Sep 2020

Think global  Bringing women into the labour force increases the productivity of companies and cities. Various studies cite a number of reasons to support this conclusion. The most obvious cause is that the economy simply loses out on the talents,

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Stock prices slip, although sentiment remains positive

Stock prices slip, although sentiment remains positive

🕔09:26, 18.Sep 2020

For the first time in nearly five months, U.S. equities experienced back-toback weekly losses, with the S&P 500 Index declining 2.5%.1 The weakness was due to overbought conditions (especially in technology) plus mounting skepticism over prospects for another fiscal stimulus

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Treasury yields hold steady, despite a wild ride

Treasury yields hold steady, despite a wild ride

🕔09:34, 10.Sep 2020

U.S. Treasury yields ended last week essentially where they began, although they experienced significant volatility throughout the week. Yields generally fell each day until Friday, when the better-thanexpected employment report sparked a sharp increase. Non-Treasury sector results ended mixed. 

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New York – Big shifts in the Big Apple

New York – Big shifts in the Big Apple

🕔15:13, 4.Sep 2020

While no real estate sector or portfolio is immune from the negative effects of the coronavirus pandemic, we believe certain sectors and strategies are better positioned in these uncertain …

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Risk-off sentiment leads Treasury yields lower

Risk-off sentiment leads Treasury yields lower

🕔07:57, 26.Aug 2020

U.S. Treasury yields fell steadily last week, led by longer maturities, and the yield curve flattened significantly. Wednesday’s 20-year maturity auction overwhelmed investor demand and pushed yields briefly higher, but cautious attitudes prevailed and yields fell …

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Stocks approach new highs as risks remain elevated

Stocks approach new highs as risks remain elevated

🕔08:00, 12.Aug 2020

Weekly Investment Commentary U.S. equities rallied again last week, with the S&P 500 Index climbing 2.5% as it approached a new all-time high.1 Economic data continued to come in ahead of expectations and corporate earnings results have not been quite

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Improving conditions but growing risks

Improving conditions but growing risks

🕔11:11, 16.Jul 2020

10 PREDICTIONS FOR 2020: MIDYEAR UPDATE  THE RECESSION WAS LESS SEVERE AND THE RECOVERY HAS (SO FAR) BEEN QUICKER THAN MANY EXPECTED. There is no doubt that the economic downturn was incredibly deep and painful. According to the IMF, U.S.

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Risk-averse market tone proves pervasive

Risk-averse market tone proves pervasive

🕔09:25, 6.Jul 2020

U.S. Treasury yields ended the week modestly lower, led by longer maturities. Markets appeared focused on escalating coronavirus concerns, despite generally stronger U.S. economic data. Rising U.S. virus cases are stoking fears of another lock down and associated slowing in economic

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Perspectives in today’s real estate market

Perspectives in today’s real estate market

🕔09:50, 2.Jul 2020

Real estate investing in a post-coronavirus world Macro backdrop: GFC pales in comparison to the Great Lockdown The last 30 years of cap rate compression is likely over given the very low interest rate environment. Next decade is likely to

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Treasury yields end virtually unchanged despite an active week

Treasury yields end virtually unchanged despite an active week

🕔14:36, 24.Jun 2020

Weekly Fixed Income Commentary​ U.S. Treasury yields ended the week only slightly lower, masking the week’s volatility.1 Rates rose early in the week, led by longer maturities, when the Federal Reserve (Fed) announced it would begin purchasing individual corporate bonds.

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A sharp risk-off trade returns

A sharp risk-off trade returns

🕔15:27, 19.Jun 2020

Stocks snapped a three-week winning streak as markets sank sharply last week.1 Worries about an uptick in coronavirus cases, the Federal Reserve’s downbeat assessment of long-term economic growth and President Trump’s declining poll numbers all contributed to negative sentiment. But

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Perspectives in today’s real estate market

Perspectives in today’s real estate market

🕔14:51, 15.Jun 2020

Real estate investing in a post-coronavirus world Macro backdrop: GFC pales in comparison to the Great Lockdown The last 30 years of cap rate compression is likely over given the very low interest rate environment. Next decade is likely to

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Identifying tomorrow’s world cities

Identifying tomorrow’s world cities

🕔10:09, 12.May 2020

Think global  According to the United Nations, more than half of the world’s population already lives in urban areas, a percentage predicted to rise to 68% by 2050. The story of the past century has been one of dramatic population

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Five portfolio construction themes for—and after—the global pandemic

Five portfolio construction themes for—and after—the global pandemic

🕔11:55, 23.Apr 2020

At the end of 2019, we titled our year-ahead outlook, “20/20 vision: a clearer path for growth.” That was then. Markets have since been thrown into turmoil, and investors are grappling with positioning their portfolios to minimize the damage from

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A light at the end of a very long tunnel

A light at the end of a very long tunnel

🕔17:14, 14.Apr 2020

Investment perspective and market outlook 10 (mostly new) predictions for 2020: A light at the end of a very long tunnel​ The coronavirus pandemic and the resulting countermeasures have changed everything. Outside of widespread war, the world has never witnessed

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Muni bond myths and realities

Muni bond myths and realities

🕔07:33, 6.Apr 2020

Bonds are trading, leverage isn’t bad, and widespread defaults don’t look likely Following a long, unprecedented period of stability and price appreciation, municipal bond funds experienced equally unprecedented volatility and outflows in early March as the COVID-19 pandemic, broader market

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Amid the bear market: 10 themes to consider

Amid the bear market: 10 themes to consider

🕔05:58, 1.Apr 2020

Weekly Investment Commentary U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938,

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Policy to the rescue? How much longer will the financial turmoil continue?

Policy to the rescue? How much longer will the financial turmoil continue?

🕔11:37, 30.Mar 2020

The daily whipsaw of financial market volatility continues as investors struggle to determine just how bad the economy will get and how long it will take to emerge from the still-growing coronavirus pandemic. As Nuveen’s Global Investment Committee points out,

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Retail disruption: which markets have the highest risk?

Retail disruption: which markets have the highest risk?

🕔16:17, 27.Mar 2020

Real Estate: Think global  Retail sales are migrating online and away from physical stores, damaging the investment returns of retail property. The process is underway in all developed retail markets, but the pace of migration is uneven. Very little research

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Bond markets roiled by coronavirus fears

Bond markets roiled by coronavirus fears

🕔14:54, 24.Mar 2020

Weekly Fixed Income Commentary Risk-off sentiment hit a crescendo last week. U.S. Treasury yields continued their freefall early on, fueled by investor concerns about the COVID-19 virus.1 Yields ended the week higher for all maturities beyond 2 years, led by

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Private credit: Middle market opportunities to meet today’s challenges

Private credit: Middle market opportunities to meet today’s challenges

🕔15:47, 13.Mar 2020

Highlights • Private credit may help institutional investors address timely challenges, including generating yield and providing low-volatility, low-correlated returns. But making allocation decisions can be challenging • We favor allocations to higher-quality U.S. senior debt, particularly from health care, business-to-business

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reasury yields plunge as coronavirus fears intensify

reasury yields plunge as coronavirus fears intensify

🕔11:04, 6.Mar 2020

U.S. Treasury yields fell to record lows last week, led by shorter maturities. The yield curve steepened as a result. Plummeting yields supported positive total returns for all but the highest risk sectors. Markets now expect the Federal Reserve (Fed)

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Risks are high, but stocks could be near oversold territory

Risks are high, but stocks could be near oversold territory

🕔07:07, 5.Mar 2020

Weekly Investment Commentary Stocks sold off sharply last week, driven by growing fears over the coronavirus. The S&P 500 fell 11%, suffering its worst weekly decline since October 2008.1 Stocks are now 13% below their February all-time high, after being

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Treasury yields decline on renewed coronavirus fears

Treasury yields decline on renewed coronavirus fears

🕔15:40, 25.Feb 2020

U.S. Treasury yields fell last week, led by longer maturities. This flight- to-quality rally was driven by fears that the coronavirus may cause a larger-than-expected drag on global economic growth. Market expectations for Federal Reserve (Fed) rate cuts in 2020

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Raising the bar — impact investing in a changing world

Raising the bar — impact investing in a changing world

🕔17:14, 24.Feb 2020

Raising the bar — impact investing in a changing world A retrospective on Nuveen’s private markets impact investing portfolio from 2009 – 2018 Today we are witnessing an unprecedented wave of capital that seeks to make a difference for people

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Raising the bar — impact investing in a changing world

Raising the bar — impact investing in a changing world

🕔16:51, 24.Feb 2020

A retrospective on Nuveen’s private markets impact investing portfolio from 2009 – 2018 Today we are witnessing an unprecedented wave of capital that seeks to make a difference for people and the planet. Investors, for their part, increasingly strive to

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20/20 vision: a clearer path for growth

20/20 vision: a clearer path for growth

🕔16:42, 24.Feb 2020

Diversification is our highest-conviction idea. Institutional investors need to broaden market exposure to more opportunities and risks to reach long-term objectives in today’s low-yield environment. In our view, diversification is about much more than simply having a combination of assets

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Treasury yields rise slightly, with all eyes on the coronavirus

Treasury yields rise slightly, with all eyes on the coronavirus

🕔09:58, 20.Feb 2020

Treasury yields rise slightly, with all eyes on the coronavirus U.S. Treasury yields rose slightly last week, led by the short end of the yield curve. Yields were pushed higher over optimism about the containment of the coronavirus in China.

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Stocks bounce back amid coronavirus fears

Stocks bounce back amid coronavirus fears

🕔07:36, 12.Feb 2020

Stocks bounce back amid coronavirus fears The ongoing coronavirus crisis dominated financial headlines last week, although investors also focused on the positives of continued solid corporate earnings, good economic data and the U.S. political backdrop. On balance, the good news

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Global economic growth should pick up a notch

Global economic growth should pick up a notch

🕔14:02, 29.Jan 2020

Global economic growth should pick up a notch Stock prices sank on a holiday-shortened week, despite some continued decent news on the economic and corporate earnings fronts. Anxiety about the growing coronavirus scare appears to have hurt markets, and investors

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Stocks rise as they shrug off geopolitical risks

Stocks rise as they shrug off geopolitical risks

🕔15:50, 14.Jan 2020

Weekly Investment Commentary The world and market attention last week was focused on the U.S. strike against Iran and mounting tensions in the Middle East. Yet markets largely looked past geopolitical risks and started 2020 on a strong note.1 For

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20/20 vision: a clearer path for growth

20/20 vision: a clearer path for growth

🕔17:10, 13.Jan 2020

In many ways, the macro outlook is brighter today than it was one year ago as economic growth is solidifying, trade and monetary policy risks have receded and sentiment has improved. Yet, we think market returns may be lower over

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Think European cities Trends & tactics 2020 outlook

Think European cities Trends & tactics 2020 outlook

🕔13:10, 7.Jan 2020

Eurozone output remains positive, but sluggish, with Consensus forecasts of 1.1% for 2019. National data showed that Q3 2019 GDP growth remained stable in Italy (0.1%), Spain (0.4%) and France (0.3%). However, the slump affecting the export-oriented manufacturing sector, most

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Equity prices may be getting too far ahead of fundamentals

Equity prices may be getting too far ahead of fundamentals

🕔18:07, 16.Dec 2019

Investors have been focusing on a range of positives recently, including decent economic data, stronger-than-expected corporate earnings results and a sense that the global economy is stabilizing. Nevertheless, stock prices faltered last week on news that the U.S./China phase-one trade

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Asia Pacific cities in tomorrow’s world

Asia Pacific cities in tomorrow’s world

🕔17:47, 16.Dec 2019

Over the next few decades, the weight of economic power and impact of structural megatrends will lean heavily towards the Asia Pacific region. By 2030, Asia Pacific, led by China, will account for nearly half of the world’s output (Fig.1),

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