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Investment Outlook

After the voting: economic, investment and portfolio construction implications of the 2024 election

usa flag hanging

Although some U.S. election results are still being counted, Donald Trump has successfully recaptured the presidency. Republicans have also retaken control of the Senate and are fighting to retain their narrow majority in the House of Representatives.

To help our clients think through potential policy implications, we offer post-election insights from Nuveen’s Global Investment Committee, together with insights from across our investment teams, our Government Relations group and other investor education teams.

Download the full PDF

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Treasury bonds rallied as the Strait of Hormuz reopened and oil prices fell, while equities and credit spreads weakened.
CIO Weekly Commentary The case for preferred securities as the Fed prefers no forward guidance
Preferred securities offer attractive income levels and solid fundamentals.
Investment Outlook 2026 annual outlook: Above and below the radar – understanding today’s markets
We invite you to learn more about our “Five themes for 2026,” in our latest GIC outlook.

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