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Investment Outlook

Avoiding the noise; focusing on fundamentals: Five themes for 2025 (and beyond)

Brian Griggs
Managing Director, Head of Portfolio Strategist
Anders Persson
Chief Investment Officer, Head of Global Fixed Income
Donald Hall
Global Head of Research, Real Estate and Portfolio Manager, U.S. Cities Diversified Strategy
Laptop and desk microphones

Quickly shifting tariff and trade policies, uneven economic data, questions over central bank policy and higher market volatility have all conspired to make the investing environment appear more complicated today than it was at the start of the year. But we think cutting through all of the noise and focusing on fundamentals reveals that there may be undervalued areas of the market, opportunities for income generation and portfolio diversification, and strategies to structure long-term investment portfolios to capitalize what is happening in 2025 and in the years to come.

Join us for an interactive conversation with members of Nuveen's Global Investment Committee to discuss:

Watch the webinar

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