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Nuveen Research and Market Commentary
Explore a comprehensive collection of 6 expert reports from Nuveen, covering critical topics such as fixed income strategies, inflation trends, and the evolution of AI investment. This hub provides institutional-grade market analysis to help you navigate complex financial landscapes and make informed investment decisions.
6 reports available
AI’s Next Phase From Capital Spending To Capital Returns
The report highlights a transition in AI investment as markets begin to scrutinize the efficacy of capital expenditures. Simultaneously, strong U.S. labor data keeps the Federal Reserve in a hawkish holding pattern.
Fixed Income Weekly Commentary
Stronger-than-expected May jobs data led to a selloff in U.S. Treasuries, causing markets to price in a Fed rate hike by December. Fixed income sectors generally posted negative returns, with the notable exception of tax-exempt municipals.
CIO Weekly Commentary
CIO Saira Malik highlights tactical opportunities in U.S. senior housing and medical office real estate as hedges against structurally embedded inflation. Despite a transition in Fed leadership and geopolitical tensions, resilient consumer demand persists.
Yields Surge as Inflation and Oil Rattle Markets
Global bond markets sold off as 3.8% YoY inflation and surging oil prices near $109 rattled rate expectations. The 10-year Treasury yield rose to 4.59% while credit spreads remained resilient.
Small Caps: The Little Engine That Could And Does
U.S. stocks reached record highs driven by AI optimism and earnings, while Nuveen highlights a strategic opportunity in small-cap equities due to attractive valuations and manufacturing recovery.
Yields Ease as Credit Markets Grind Tighter
Treasury yields declined following a mixed April jobs report, while credit markets saw broad spread tightening and positive returns across fixed income sectors.
All reports
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AI’s Next Phase From Capital Spending To Capital Returns
Nuveen
Fixed Income Weekly Commentary
Nuveen
CIO Weekly Commentary
Nuveen
Yields Surge as Inflation and Oil Rattle Markets
Nuveen
Small Caps: The Little Engine That Could And Does
Nuveen
Yields Ease as Credit Markets Grind Tighter
Nuveen