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Nuveen Global Investment Committee

Views from the Global Investment Committee

Filter the noise, find the opportunity

“Noise,” wrote 19th century philosopher Arthur Schopenhauer, “is the most impertinent of all interruptions.” Investing has changed a lot since Schopenhauer railed against noise, but economies and markets are as noisy as ever. Success in this environment requires filtering out the noise to identify the most compelling investment opportunities. To help cut through the clamor, we offer the following five portfolio themes. Some are unchanged from our previous outlook; others provide new perspective on evolving market dynamics.

  • Relative spreads and credit selection, not risk-free rates, will drive returns in public and private debt markets.
  • Municipals are still the borrower of choice for investors in it for the duration.
  • Real estate reality: the trends are favorable.
  • The world may be decoupling; markets are not.
  • Energy demand charges ahead of capacity, creating opportunities amid political changes.

Explore our outlook

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Global Investment Committee members
William Huffman
Bill Huffman Nuveen Chief Executive Officer
Donald Hall
Donald Hall Global Head of Research, Real Estate and Portfolio Manager, U.S. Cities Diversified Strategy
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Saira Malik, CFA® Head of Equities and Fixed Income & Chief Investment Officer, Nuveen
Amy OBrien
Amy M. O'Brien Global Head of Responsible Investing
Justin Ourso
Biff Ourso, CFA® Global Head of Infrastructure
Anders Persson
Anders Persson, CFA® Chief Investment Officer, Head of Global Fixed Income
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Mike Sales Chief Executive Officer, Real Assets
Nathan Shetty
Nathan S. Shetty, CFA®, FRM Head of Multi-Asset
Emilia Wiener
Emilia Wiener Chief Investment Officer, TIAA General Account
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The information contained on this website is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. YOUR CAPITAL IS AT RISK. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. 

Products, services, or strategies shown may not be available in certain jurisdictions and/or to certain investors. Recipients should inform themselves about and observe any applicable legal requirements. This material does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful to make such an offer. Any funds described herein are not for sale in the US or to US persons and are available under the conditions of the relevant offering document(s). If you are a US citizen or resident, please visit our website for US Financial Professionals or US Institutional Investors. Nuveen provides a range of products including investment advisory services, strategies, and expertise through its independent investment affiliates. Securities are offered through Nuveen Securities, LLC.

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