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Nuveen Global Investment Committee

Views from the Global Investment Committee

Wheels down, elevation up: Five themes for a new economic landing

Investors will feel tension between countervailing forces in the coming year: slipstreams that help move the economy and markets forward, and crosswinds making it more difficult to land smoothly. The key is not to let fear of flying prevent you from reaching your destination, but rather to be prepared for risks and alert to opportunities.

Here are the five key portfolio construction themes we see on our radar: 

  • Relative spreads and credit selection, not risk-free rates, will drive returns in public and private debt markets.  
  • Municipals are still the borrower of choice for investors who are in it for the duration.  
  • Real estate reality: it’s at a turning point.  
  • Energy demand charges ahead of capacity, creating opportunities amid political changes. 
  • Small caps are suiting up for the big leagues

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Global Investment Committee members
William Huffman
Bill Huffman Nuveen Chief Executive Officer
Donald Hall
Donald Hall Global Head of Research, Real Estate
Saira Malik
Saira Malik, CFA® Head of Nuveen Equities and Fixed Income, Chief Investment Officer
Amy OBrien
Amy O'Brien Global Head of Responsible Investing
Justin Ourso
Biff Ourso, CFA® Global Head of Infrastructure
Anders Persson
Anders Persson, CFA® Chief Investment Officer, Head of Global Fixed Income
A man in glasses smiling for the camera
Mike Sales Chief Executive Officer, Real Assets
Nathan Shetty
Nathan S. Shetty, CFA®, FRM Head of Multi-Asset
Emilia Wiener
Emilia Wiener Chief Investment Officer, TIAA General Account
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The information contained on this website is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. YOUR CAPITAL IS AT RISK. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. 

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