01 Feb 2023
0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Investment Outlook
Bear Market Tracker
The Bear Market Tracker is a guide that informs our discussions and debate around the unique dynamics of the current U.S. equity bear market, how it compares to those past, and when we might be close to a bottoming process. While not an exhaustive list, the six variables in our table have frequently shown turning points near the bottom of past bear markets. The colors are assigned based on our view of whether each variable is signaling we are close to a bottom (green), further away (red) or a mixed picture (yellow).
Each variable, however, does not carry equal significance. We believe the humbling task of calling the market bottom is just as much art as (we like to believe) science – thus a more qualitative approach is warranted.
[Like what you’re reading? Sign up here for Nuveen’s weekly CIO commentary to receive content like this delivered to your inbox every Monday.]
February update
- Market Breadth went from “Picture Is Mixed” to “Close to a bottom”
- Earnings went from from “Further Away” to “Picture Is Mixed”
Since our last update we have seen a softening in inflation readings while the U.S. Federal Reserve continued hiking, albeit at a slower pace.
Our latest update, the first of 2023, sees us shift the market breadth indicator, measured as the percentage of index members trading above their 100-week moving average, from a mixed picture, to being closer to a bottom. This reading now sits at 55%, rebounding from the low of 24% in October. A higher percentage of the index contributing to the recent rally is a positive sign.
Meaningful revisions have brought forward earnings readings back to the start of the bear market, which we see as a positive sign. Hence, we have moved the earnings indicator from a further away reading, to a more mixed picture.
Related articles
Investment Outlook
Banking turmoil continues; Deutsche Bank in the spotlight
Financial markets again look shaky, with banking stocks (Deutsche Bank in particular) under pressure.
Investment Outlook
Credit Suisse: Nuveen exposure and banking outlook
Nuveen shares additional context about Credit Suisse, our exposure and our outlook on the European banking sector.
Contact us
Financial Professionals
Individual Investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register