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Nuveen Global Investment Committee

Views from the Global Investment Committee

Widening cracks in the investment landscape

At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.

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Investment outlook

Best ideas across asset classes

25 Jun 2024
Investment outlook

The economy and markets

25 Jun 2024
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Portfolio construction themes

25 Jun 2024
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