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Posts From Nuveen

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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Adverse scenario becomes reality -> https://opiniopro.com/2020/03/erste-group/adverse-scenario-becomes-reality/ #CentralBanks #coronavirus #ECB #EmergingMarkets #Europe #gdpgrowth #COVID19 via
@ErsteGroup

2020 – coronavirus reversal and rebound -> https://opiniopro.com/2020/03/dws/2020-coronavirus-reversal-and-rebound/ #coronavirus #Equities #FixedIncome #gdp #interestrates #COVID19 via
@DWS_Group

USD: No sustained trend visible -> https://www.opiniopro.com/2020/04/erste-group/usd-no-sustained-trend-visible/ #currency #fx #interestrates via @ErsteGroup

Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks -> https://www.opiniopro.com/2020/04/columbia-threadneedle/tackling-the-unknown-unknowns-how-active-managers-manage-unforeseen-risks/ #active #passive #COVID19 #fundmanager #ETFs #behavioural via @CTinvest_EMEA @CTInvest_US

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