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Nuveen Global Investment Committee

Views from the Global Investment Committee

Adapting to high tide

As we observed in our previous outlook, Past the peak, but not downhill yet, inflation and interest rates remain at elevated levels. We see little reason to expect they’ll recede much further from their recent high-water marks any time soon, although some potentially strong cross-currents might roil the surf.

Amid the salt and spray of this kinetic seascape, our current outlook is focused on the following portfolio themes:

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