From an economic and markets perspective, we’re now at a point where we think the world is at or approaching peak economic and earnings growth for the current cycle. That brings with it new concerns about inflation, rising rates and fuller valuations. Nuveen’s Global Investment Committee still sees opportunities across asset classes and remains committed to offering our clients ideas for how to navigate financial markets – for today and tomorrow.
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Investment Outlook 2021 midyear outlook: Growth is peaking. What comes next?
We’re now at a point where we think the world is at or approaching peak economic and earnings growth for the current cycle, bringing new concerns about inflation, rising rates and fuller valuations.
Weekly Equity Market Commentary A wild ride to another record high
Broad-based developed market indices were net gainers last week, while the MSCI Emerging Markets index lost over 2%.
Since its last meeting in April, the Fed has been greeted by a wave of hotter-than-expected inflation reports.Brian Nick | 28 Jul 2021
Real Estate 07 Dec 2020
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