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Advisor Education

How to talk to clients about … Alternative investments

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Due to persistent economic pressures and volatility in public markets, delivering consistent returns with a traditional 60/40 portfolio has become more difficult in recent years. We have also seen the number of publicly listed corporations in the U.S. fall sharply in the past three decades while private equity and credit markets have continued to expand and democratize, dramatically shifting the total universe of available investment vehicles toward alternatives.

Where did the public companies go?

Private markets offer a vastly greater number of investment opportunities than the public markets.

Alternative investments can expand investors’ opportunities for portfolio diversification, income, and returns. Private market investments like equity, credit and real estate as well as infrastructure, farmland, renewables, and others offer an array of potentially uncorrelated risk exposures and return profiles that could help mitigate public market volatility, protect against inflation, and improve returns. As a broader set of investors learn more about these asset classes, their comfort level continues to rise.

Delivering consistent returns with a traditional 60/40 portfolio has become more difficult in recent years.


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Additional resources
RealAccess issue no. 8: Alternative insights for global investors
In this issue, we explore buying opportunities in the market today: currency dispersions, the resurgence of necessity retail centers, changes in housing trends, regional and city diversification and the emerging sector of scientific lab space.
Randy Schwimmer, Co-Head of Senior Lending
Real estate outlook 2024
We have identified key themes and opportunities for compelling investments across global markets and sectors for 2024, focusing on a mix of long-term structural tailwinds and bottom-up analysis.

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market, economic or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This report contains no investment recommendations and should not be construed as specific tax, legal, financial planning or investment advice. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields and/or market returns, and proposed or expected portfolio composition. Moreover, certain historical performance information of other investment vehicles or composite accounts managed by Nuveen may be included in this material and such performance information is presented by way of example only. No representation is made that the performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward‑looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on any of the data and/or information presented herein by way of example.

The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with their advisors.

This material is not intended to be relied upon as a forecast, research, a recommendation or investment advice, and does not constitute an offer or solicitation to buy or sell any securities or to adopt any investment strategy, and is not provided in a fiduciary capacity. The information and opinions contained in this material are derived from proprietary and non‑proprietary sources believed to be reliable, but not necessarily all‑inclusive and its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

There is no guarantee that any forecasts made will come to pass. Company name is only for explanatory purposes and does not constitute as investment advice and is subject to change. Any investments named within this material may not necessarily be held in any funds/accounts managed by Nuveen. Reliance upon information in this material is at the sole discretion of the reader. Views of the author may not necessarily reflect the views of Nuveen as a whole or any part thereof.

For term definitions and index descriptions, please access the glossary on nuveen.com. Please note, it is not possible to invest directly in an index. Performance data shown represents past performance and does not predict or guarantee future results. Investing involves risk; principal loss is possible.

Asset allocation or Diversification does not assure a profit or protect against loss.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that strategy’s investment objectives will be achieved.

Economic and market forecasts are subject to uncertainty and may change based on varying market conditions, political and economic developments. This report should not be regarded by the recipients as a substitute for the exercise of their own judgment. It is important to review your investment objectives, risk tolerance and liquidity needs before choosing an investment style or manager.

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