Research & Education

Nuveen's 18 market and credit analysts are dedicated to analyzing the municipal bond market, and individual securities that we’re considering for purchase or currently own. That allows us to evaluate certain bonds that may be out of favor with the marketplace or find value in bonds the general public may be overlooking. In the links below, our analysts provide more information about municipal bond investing, as well as their thoughts on current market trends.

3 documents.

Date	Document	Role
6/11/2008	Investment Perspectives June 2008 -- Monthly economic perspective.	Investor
4/17/2008	Municipal Market Recap and Outlook 1st Quarter 2008 -- Economic outlook with information concerning our economy, along with inflation, interest rates, supply and demand, and credit conditions.	Investor
12/4/2007	Understanding Discounts and Premiums in Closed-End Funds -- A discussion of market factors that may contribute to premiums and discounts in closed-end fund pricing	Investor
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10 documents.

Date	Document	Role
2/7/2008	Two Is Greater Than One-2008-At A Glance -- A research piece that reviews the benefits of a diversified portfolio that includes both municipals and equities.	Investor
9/6/2007	Equity Closed End Funds -- Informed Investors sponsors on-line forums for investors, covering CEFs and ETFs. Included is Nuveen's presentation which covers a brief introduction to closed end funds, then discusses equity funds in particular. Live and pre-recorded presentations are available to the public, though only subscribers to this organization's alerts received prior information.	Investor
6/6/2007	Expectations for Equities: Forming Assumptions about Future Rates of Return -- This report looks at how investors can formulate assumptions regarding the returns they may receive from their investments during their retirement years. A key concern is that expectations should consider whether the stock market at the beginning of a retiree’s distribution phase is overvalued or undervalued.	Investor
3/12/2007	Converting Assets to Income -- This report explains how investors can schedule withdrawals from their retirement funds that can adjust (with annual updating) their asset allocation over time with the goal of leaving a desired amount in each asset category at the end of the investment horizon.	Investor
2/1/2007	Riding the Yield Curve in Up and Down Markets -- Explains Nuveen's municipal strategy of riding the yield curve when investing in intermediate bonds.	Investor
3/24/2005	Reversal of Fortune -- Explores the affect of timing of returns on asset values.	Investor
3/23/2005	Net Worth = Assets + Abilities - Liabilities -- Explores the affect of working after retirement on net worth.	Investor
3/23/2005	Reversal of Fortune - Mixing Stocks and Bonds -- Explores the affect of timing of returns on asset values when combining equities and long-term bonds.	Investor
6/2/2004	Duration -- Educational piece explaining the concept of duration.	Investor
6/26/2003	Municipal Bond Investing Basics -- Educational piece explaining the basics of municipal bond investing.	Investor
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