We believe the #FederalReserve has finished this rate hiking cycle. We don’t expect near-term rate cuts, but we believe bond yields should move modestly lower throughout 2024.
We expect the #Fed to keep rates unchanged today, with a low likelihood of an increase in December. We do not expect rate cuts to begin before mid-2024.
Nuveen is uniquely positioned to make an enduring impact on our planet and better manage environmental, social and governance risks through our multifaceted perspective and extensive responsible investing experience. ow.ly/yAvO50PTvQw
Help us celebrate Nuveen’s 125th anniversary! Listen to CEO Jose Minaya as he shares Nuveen’s commitment to make an enduring impact on our world through investing. #Nuveen125ow.ly/avW550PT2ye
Across the financial services industry, we are often guilty of educating plan sponsors and participants with a “one size fits all” approach. In the latest issue of next, CEO Jose Minaya explains why this doesn’t work. ow.ly/TxfL50PKj6A
Nuveen’s Global Investment Committee believes the high current yields — which correspond to low prices — available on many asset classes make an attractive investment backdrop. See more in this week’s commentary. ow.ly/VM5k50PUQmr
With the relationship between earnings recession and economic recession uncertain, it is a time to carefully examine margins. Read more in this week's commentary from CIO Saira Malik: ow.ly/xIWJ50PULin
Senior loans adjust coupon payments at regular intervals to reflect changes in short-term rates. This has boosted returns during the Fed’s hiking cycle and could continue to do so. See more in this week’s commentary. ow.ly/kUeR50PS9C6
Our proprietary municipal ESG scoring methodology is a powerful tool that helps evaluate municipal issuers for positive environmental and social outcomes. Learn more about the methodology: ow.ly/bYM650POr5Y
Structural megatrends will only increase the requirements for additional infrastructure investment in the coming years. Biff Ourso discusses three key themes driving the opportunity today. #Nuveenin90
How has the higher rate, higher #inflation market affected allocations to alternatives and private markets? TIAA General Account CIO Emilia Wiener shares her insights in this Q&A: ow.ly/xA7H50PS0AZ
For September, investment grade corporate new issuance totaled $120 billion, though that pace is expected to slow to around $80 billion in October. Read more our weekly commentary. ow.ly/kUeR50PS9C6
For every home run hit by the San Francisco Giants in the 2023 season, Nuveen pledged to plant 23 trees in the Bay Area and with over 165 home runs hit so far, nearly 4,000 trees will be planted after regular season baseball.
Markets quickly digested the prospect of another Fed rate hike. The 2-year Treasury yield, which tracks the outlook for monetary policy, finished last week at 5.11%, its highest level since 2006. See more in this week’s commentary. ow.ly/5eio50PPqlJ