Skip to main content
Login to access your documents and resources.
Confirm your location
location select
language select
brick path under water

Investment outlook

Caught in a holding pattern

In the early weeks of 2023, a disinflationary trend took hold, fueling a market rally and optimism for an impending pause in rate hikes. Volatility surged in March, however, following the failure of Silicon Valley Bank and perceived instability of the U.S. banking system. Should that instability continue, it could complicate the Fed’s ability to promote financial stability and measured inflation, adding yet another element of uncertainty to the outlook. Regardless, we seem to be already in that “higher-for-longer” interest rate environment, which is likely to trigger slower growth, make life more difficult for consumers and cause tighter liquidity conditions, all of which have portfolio construction implications.

So what should investors do during this holding pattern? We unraveled that conundrum in our most recent Global Investment Committee sessions. And our conclusions lead us to offer the following three portfolio construction themes:

Subscribe now to receive the latest investment outlook insights.

Latest insights
Investment outlook 2023 2Q GIC outlook: Caught in a holding pattern
Given the complicated economic and market backdrop, investors are caught in a holding pattern until we get more clarity around the direction of rates, inflation and growth.
Weekly Commentary Commercial real estate not vacant of opportunity
Headwinds aren’t blowing the house down..
Real estate RealAccess issue no. 7: Global insights for real estate investors
In this issue, we explore buying opportunities in the market today: currency dispersions, the resurgence of necessity retail centers, changes in housing trends, regional and city diversification and the emerging sector of scientific lab space.

All investment outlook insights

  • Investment outlook
Investment outlook: (44)
  • Previous page
  • 1
  • Next page

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
Our offices
London skyline
201 Bishopsgate, London, United Kingdom
Back to Top