Skip to main content
TOOLS
Login to access your documents and resources.
Welcome to Nuveen
Select your preferred site so we can tailor your experience.
Select Region...
  • Americas
  • Asia Pacific
  • Europe, Middle East, Africa
location select
Select Location...
  • Canada
  • Latin America
  • United States
  • Australia
  • Hong Kong
  • Japan
  • Mainland China
  • Malaysia
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Other
  • Abu Dhabi Global Market (ADGM)
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Ireland
  • Italy
  • Luxembourg
  • Netherlands
  • Norway
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • Other
location select
Institutional Investor
  • Institutional Investor
  • Individual Investor
  • Financial Professional
  • Global Cities REIT (GCREIT)
  • Green Capital
  • Private Capital Income Fund (PCAP)
location select
brick path under water

Investment outlook

Alternate routes: The Fed’s moves and implications for stocks, bonds and beyond

Diversified, long-term investors face the ongoing task of assessing which asset classes and allocation strategies are most likely to put them on the road to successful portfolio outcomes. The path is typically neither static nor in a frenzied flux over long periods, but instead tends to wind through an evolving economic and market landscape shaped by cyclical and secular forces.

If neither purely traditional fixed income and cash at one extreme nor overly equity-centric approaches at the other are optimal portfolio strategies, where do we see the most compelling opportunities? Our “Five themes for 2025” below, cover our preferences and accompanying rationales.

Explore our outlook

Latest insights

Macro outlook 2025 Q4 outlook: Alternate routes: The Fed’s moves and implications for stocks, bonds and beyond
If neither purely traditional fixed income and cash at one extreme nor overly equity-centric approaches at the other are optimal portfolio strategies, where do we see the most compelling opportunities? Our latest outlook covers this and more.
Macro outlook Can AI continue to power U.S. exceptionalism?
Topical macro insights and investment commentary from Nuveen
Weekly commentary Fundamentals, not rates, drive senior loans
Given the fragile balance between growth and inflation risks, we expect senior loans to continue to offer compelling returns.

All investment outlook insights

  • All
  • Macro outlook
  • Investment outlook
  • Alternative credit
Macro outlook: (118)

Why Nuveen?

Nuveen’s breadth of expertise provides a broader perspective on the economy and markets. Our specialist investment teams uncover opportunities across the full range of public and private markets. Their views and the analysis of our Solutions team can inform tactical shifts and more comprehensive diversification supporting client objectives.
Contact us
London skyline
London
201 Bishopsgate, London, United Kingdom
Back to Top