https://www.nuveen.com/global/rss-feeds/rssinvestmentoutlookRSS feed generated for investment outlook articles. en{DEF1AFAE-5FF3-48DB-835F-F8D9E36A2697}https://www.nuveen.com/global/insights/investment-outlook/cio-weekly-commentaryWeekly CIO views: Resilient equities defy doom and gloom scenarios.Mon, 20 Apr 2026 00:00:00 Z{DB080FF6-B8A1-4274-AD7A-6D4561CAB123}https://www.nuveen.com/global/insights/investment-outlook/global-macro-views Topical macro insights and investment commentary from NuveenWed, 15 Apr 2026 00:00:00 Z{BC970ED4-BD27-4631-A8CD-A2F07A055C78}https://www.nuveen.com/global/insights/investment-outlook/2026-2q-outlookExplore Nuveen's Global Investment Committee perspectives on the state of the economy, investment markets in 2026 and strategies.Tue, 31 Mar 2026 00:00:00 Z{CFD0D4AE-5B95-4734-B4FD-27716325BBF6}https://www.nuveen.com/global/insights/investment-outlook/2026-2q-outlook-asset-class-heat-mapOur cross-asset class views indicate where we see the best relative opportunities within global financial markets.Tue, 31 Mar 2026 00:00:00 Z{0BCBA003-BC99-43E1-857E-ECB5AAB4B0BE}https://www.nuveen.com/global/insights/investment-outlook/2026-2q-outlook-best-investment-ideasWe suggest a barbell approach balancing growth-oriented U.S. tech/AI exposure with defensive positioning in dividend growers and listed infrastructure, both offering income and potentially lower volatility.Tue, 31 Mar 2026 00:00:00 Z{3C8DAC00-C6D8-4C1A-A7B7-610D7359FA08}https://www.nuveen.com/global/insights/investment-outlook/2026-2q-outlook-five-themesConversations with our clients and our own EQuilibrium investor survey show many investors shifting assets away from the U.S.Tue, 31 Mar 2026 00:00:00 Z{F57FBBA2-0767-4426-AB70-D332282B65E5}https://www.nuveen.com/global/insights/investment-outlook/2026-2q-outlook-the-economy-and-marketsSynchronizing (and improving) global growth.Tue, 31 Mar 2026 00:00:00 Z{3AD17E42-3B10-4F0D-B855-1A3DCB2E0493}https://www.nuveen.com/global/insights/investment-outlook/fed-updateThe U.S. Federal Reserve held interest rates steady today, extending its pause on rate cuts into a second consecutive meeting.Wed, 18 Mar 2026 00:00:00 Z{BCE3BEE7-1573-47AD-907E-570AEEF58045}https://www.nuveen.com/global/insights/investment-outlook/a-cios-guide-to-long-term-investing-in-a-short-term-worldNuveen CIO Saira Malik shares views on the TIAA Institute's latest research.Tue, 24 Feb 2026 00:00:00 Z{BECC84EA-5C01-44ED-B472-4B392DD47B69}https://www.nuveen.com/global/insights/investment-outlook/annual-2026-gic-outlookExplore investment themes for 2026 with insights from Nuveen's expert Global Investment Committee including analysis of subtle market trends.Tue, 09 Dec 2025 00:00:00 Z{9515C526-1D39-49F6-99A9-71A2335C7AEB}https://www.nuveen.com/global/insights/investment-outlook/annual-2026-outlook-asset-class-heat-mapAnnual 2026 outlook asset class heat mapTue, 09 Dec 2025 00:00:00 Z{9927AAFA-F55F-4B8B-A2DE-90073C7AEE16}https://www.nuveen.com/global/insights/investment-outlook/annual-2026-outlook-best-investment-ideasAnnual 2026 outlook best investment ideasTue, 09 Dec 2025 00:00:00 Z{672D9296-BC18-46AE-94B3-0B2FE6A595BF}https://www.nuveen.com/global/insights/investment-outlook/annual-2026-outlook-five-themesAnnual 2026 outlook five themesTue, 09 Dec 2025 00:00:00 Z{D468A245-20CA-40E4-9C13-9AF95B74B788}https://www.nuveen.com/global/insights/investment-outlook/annual-2026-outlook-the-economy-and-marketsAnnual 2026 outlook the economy and marketsTue, 09 Dec 2025 00:00:00 Z{82324B56-47DE-4B0F-9032-B438FD441C78}https://www.nuveen.com/global/insights/investment-outlook/2025-q4-our-best-investment-ideas2025 Q4 outlook – our best investment ideasWed, 01 Oct 2025 00:00:00 Z{733A6AAB-AA7C-4A17-8476-2D579989671F}https://www.nuveen.com/global/insights/investment-outlook/2025-q4-outlook-asset-class-heat-map2025 4Q outlook - Asset class heat mapWed, 01 Oct 2025 00:00:00 Z{8B50976D-0664-43C2-A6E6-BE388C02BBCA}https://www.nuveen.com/global/insights/investment-outlook/2025-q4-outlook-five-themes2025 Q4 outlook – Five themesWed, 01 Oct 2025 00:00:00 Z{8DB9028E-1E24-4803-A634-1D251FD1ABEE}https://www.nuveen.com/global/insights/investment-outlook/2025-q4-outlook-the-economy-and-markets2025 Q4 outlook – economy and marketsWed, 01 Oct 2025 00:00:00 Z{DF7EC1B0-EE6F-4456-8C73-25EF11700B16}https://www.nuveen.com/global/insights/investment-outlook/2025-q4-outlook2025 Q4 outlook - The Fed’s moves and implications for stocks, bonds and beyondWed, 01 Oct 2025 00:00:00 Z{197B458A-170F-4085-AB2D-C4A3CC565835}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-september-2025Investment outlook and allocation insights from TIAA.Tue, 30 Sep 2025 00:00:00 Z{44A6B9B2-BDF2-4D38-843A-D50FF59B72A3}https://www.nuveen.com/global/insights/investment-outlook/can-ai-continue-to-power-us-exceptionalismLaura Cooper discusses insatiable AI demand, colliding with capacity constraints, has propelled technology stocks to record highs and lifted broader equity benchmarks. Yet investors are questioning the durability of this uptrend.Mon, 01 Sep 2025 00:00:00 Z{ADA2E4D8-D17F-4E38-B8B6-FFE20D5DF376}https://www.nuveen.com/global/insights/investment-outlook/tariffs-take-the-headlines-clarity-wins-the-war Topical macro insights and investment commentary from NuveenFri, 08 Aug 2025 00:00:00 Z{675E7B19-C008-45CB-91A5-CE205C2A7D42}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-june-2025Investment outlook and allocation insights from TIAA. Read more at Nuveen. Mon, 30 Jun 2025 00:00:00 Z{DD534258-39DB-45BB-8B03-06AC9A164501}https://www.nuveen.com/global/insights/investment-outlook/2025-3q-outlook-the-economy-and-markets2025 midyear outlook – economy and marketsWed, 25 Jun 2025 00:00:00 Z{B92B5F7A-7C49-4B97-8DE6-A74AEF606198}https://www.nuveen.com/global/insights/investment-outlook/2025-3q-our-best-investment-ideas2025 midyear outlook – our best investment ideasWed, 25 Jun 2025 00:00:00 Z{ED066CA0-C67B-4215-8A4E-D8F1FC0F9FB5}https://www.nuveen.com/global/insights/investment-outlook/2025-3q-outlook-asset-class-heat-map2025 midyear outlook - Asset class heat mapWed, 25 Jun 2025 00:00:00 Z{230E235D-2D3F-4AAA-9CE8-4A006495EFDE}https://www.nuveen.com/global/insights/investment-outlook/2025-3q-outlook-five-themes2025 midyear outlook – Five themesWed, 25 Jun 2025 00:00:00 Z{BB9E0170-ED6C-4586-BE64-5571BCF6625C}https://www.nuveen.com/global/insights/investment-outlook/2025-q3-outlook2025 midyear outlook – Filter the noise, find the opportunityWed, 25 Jun 2025 00:00:00 Z{F66EA747-4F67-4E47-865C-1FE3D08795D8}https://www.nuveen.com/global/insights/investment-outlook/fiscal-reckoning-when-do-bond-markets-blink Topical macro insights and investment commentary from Nuveen.Fri, 13 Jun 2025 00:00:00 Z{86CE7BF0-5EE9-450F-8FDF-2BFE5E70B4A2}https://www.nuveen.com/global/insights/investment-outlook/taking-stock-amid-tariffs Topical macro insights and investment commentary from NuveenSat, 12 Apr 2025 00:00:00 Z{539D3780-BD92-4197-BA79-B2F4730FFCEC}https://www.nuveen.com/global/insights/investment-outlook/2025-2q-outlookWe think the economy is experiencing a different kind of landing that defies easy categorization. Our latest outlook offers thematic travel tips to start your year.Thu, 27 Mar 2025 00:00:00 Z{BF901C27-824B-480E-B8FC-84B359E1DA8A}https://www.nuveen.com/global/insights/investment-outlook/2025-2q-outlook-asset-class-heat-mapEconomic landing scenarios are subjective. And from our perspective, it feels like the post-pandemic global economy has fundamentally changed.Thu, 27 Mar 2025 00:00:00 Z{008E2D4C-8359-40B5-AE05-186286516F29}https://www.nuveen.com/global/insights/investment-outlook/2025-2q-outlook-best-investment-ideasDespite relatively elevated volatility, equity markets powered ahead through much of 2024 thanks to resilient economic growth and solid (if weakening) corporate earnings.Thu, 27 Mar 2025 00:00:00 Z{D63F9545-EF8D-4A6C-94DF-0DDB737D6E16}https://www.nuveen.com/global/insights/investment-outlook/2025-2q-outlook-five-themesEconomic landing scenarios are subjective. And from our perspective, it feels like the post-pandemic global economy has fundamentally changed.Thu, 27 Mar 2025 00:00:00 Z{1A4ADFE4-9B61-4041-B0A2-5A09ACA00CF9}https://www.nuveen.com/global/insights/investment-outlook/2025-2q-outlook-the-economy-and-marketsAs the global economy approaches the five-year anniversary of the pandemic, it is clear that fundamental conditions have changed.Thu, 27 Mar 2025 00:00:00 Z{A9699560-00C0-4B16-9861-4F61337D5D94}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-march-2025Find out how long-term investors tune out the noise. TIAA GA’s CIO Emilia Wiener discusses some findings from our EQuilibrium survey with insights into Nuveen’s relationship with the general account. Tue, 25 Mar 2025 00:00:00 Z{FD8F4853-B510-4F8C-9C60-3F39E1278D4B}https://www.nuveen.com/global/insights/investment-outlook/macro-market-monitorThe Nuveen Macro Market Monitor is a guide that informs our discussions and debate around the unique dynamics of the current U.S. equity market.Mon, 24 Mar 2025 00:00:00 Z{5C3ACF0E-83AD-46F5-93F2-AB12842C9E75}https://www.nuveen.com/global/insights/investment-outlook/the-infrastructure-evolution-investing-in-energy-megatrendsPublicly listed infrastructure is uniquely positioned to provide investors with exposure to some of the most powerful fundamental themes currently driving global markets.Wed, 05 Feb 2025 00:00:00 Z{F927F48A-81F6-4ADD-8979-30F7654C4C55}https://www.nuveen.com/global/insights/investment-outlook/opportunities-amid-europes-gloomy-outlookTopical macro insights and investment commentary from Nuveen.Mon, 13 Jan 2025 00:00:00 Z{5A7A84EF-8939-4EBB-B12D-BF65D6B034B0}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-gaThe latest views from the CIO of the TIAA General AccountFri, 13 Dec 2024 00:00:00 Z{8DFD80BB-932D-4BE9-A8AC-FD6A5B3C32AD}https://www.nuveen.com/global/insights/investment-outlook/annual-2025-outlookWe think the economy is experiencing a different kind of landing that defies easy categorization. Our latest outlook offers thematic travel tips to start your year.Wed, 11 Dec 2024 00:00:00 Z{317A467E-8E32-4C09-9579-D016879F2213}https://www.nuveen.com/global/insights/investment-outlook/annual-2025-outlook-asset-class-heat-mapEconomic landing scenarios are subjective. And from our perspective, it feels like the post-pandemic global economy has fundamentally changed.Wed, 11 Dec 2024 00:00:00 Z{05659419-9500-4B71-B278-6A66DF44B002}https://www.nuveen.com/global/insights/investment-outlook/annual-2025-outlook-best-investment-ideasDespite relatively elevated volatility, equity markets powered ahead through much of 2024 thanks to resilient economic growth and solid (if weakening) corporate earnings.Wed, 11 Dec 2024 00:00:00 Z{1130432F-8E75-4C9E-9314-C2C8CF2ADFF1}https://www.nuveen.com/global/insights/investment-outlook/annual-2025-outlook-five-themesEconomic landing scenarios are subjective. And from our perspective, it feels like the post-pandemic global economy has fundamentally changed.Wed, 11 Dec 2024 00:00:00 Z{8621BCAF-689F-49C8-A762-1433EC2F339E}https://www.nuveen.com/global/insights/investment-outlook/annual-2025-outlook-the-economy-and-marketsAs the global economy approaches the five-year anniversary of the pandemic, it is clear that fundamental conditions have changed.Wed, 11 Dec 2024 00:00:00 Z{A3D2B377-4CA1-42EF-B7ED-11D3B713CD53}https://www.nuveen.com/global/insights/investment-outlook/after-the-votingExplore post-elections insights from Nuveen specialists on the economic impact of the change to Congress and the presidency and their potential policies.Wed, 06 Nov 2024 00:00:00 Z{D577AA4A-80E5-41BB-BE70-69A07D11A0FA}https://www.nuveen.com/global/insights/investment-outlook/views-from-the-tiaa-ga-2024-4q Investing in real assets. Insights from TIAA. Read more at Nuveen.Thu, 10 Oct 2024 00:00:00 Z{D9E11F53-F591-4C07-AE94-9AD70C574FD5}https://www.nuveen.com/global/insights/investment-outlook/why-not-cashMany wary investors are sitting on high levels of cash and cash equivalents, preferring to earn what looks like a decent yield in today’s higher interest rate environment rather than take on additional credit risk. Read more at nuveen.comTue, 06 Feb 2024 00:00:00 Z{7E6E419E-80A1-4DF9-A641-5B4504A639DD}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-2023-midyearImpact investing and net zero carbon. Insights from TIAA’s CIO. Read more at Nuveen. Mon, 26 Jun 2023 00:00:00 Z{A8E15F6D-7D60-4774-91B8-79491D43216F}https://www.nuveen.com/global/insights/investment-outlook/views-from-the-tiaa-general-accountExploring the challenges facing institutional investors with TIAA and its asset manager Nuveen. Mon, 26 Jun 2023 00:00:00 Z{2490D0F5-02BF-47E2-B15B-1D61F33875D3}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-march-2023Continuity and stability. Insights from TIAA’s CIO. Read more at Nuveen.Mon, 20 Mar 2023 00:00:00 Z{F6A03548-E257-444C-90BA-7EA5A90AEDAD}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-ga-december-2022Investment outlook for 2023. Insights from TIAA’s CIO. Read more at Nuveen. Wed, 07 Dec 2022 00:00:00 Z{EFE92661-C80D-48A2-86C0-4B07F7D16248}https://www.nuveen.com/global/insights/investment-outlook/views-from-tiaa-general-account-september-2022Models, risks and resilience: What goes into asset allocation decisions? Insights from TIAA’s CIO. Read more at Nuveen. Thu, 29 Sep 2022 00:00:00 Z{D8A17AD5-E6DB-47CA-B3DC-F7AC0361206C}https://www.nuveen.com/global/insights/investment-outlook/everything-is-transitory-even-stubborn-inflationViews on inflation trends and how to manage risks in portfolios. Insights from TIAA’s CIO. Read more at Nuveen. Wed, 29 Jun 2022 00:00:00 Z{9454C7FA-7386-4547-8CFB-9F741AB4828E}https://www.nuveen.com/global/insights/investment-outlook/recovery-risks-and-relationshipsViews on the recovery, risks and why relationships matter. Insights from TIAA’s CIO. Read more at Nuveen. Mon, 06 Dec 2021 00:00:00 Z