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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.

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Investment outlook: (73)
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