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Investment Outlook

Politics and markets: What matters and what doesn’t?

Robert C. Doll, CFA
Chief Equity Strategist & Senior Portfolio Manager,  Nuveen

Investor attention has increasingly turned to the political front as markets have been roiled by news of a possible trade war. At the same time, we are also seeing economic benefits from tax reform. Bob Doll dives into these issues to try to make sense of all of the political positives and negatives affecting equities.

 

Weekly Fixed Income Commentary Treasury yields decline; markets await the Fed
Weekly investment commentary Stocks rebound, although sentiment remains soft

Quarterly commentaries

Positioning fixed income for late-cycle trends