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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
Contact us
Dimitrios Stathopoulos
Dimitri Stathopoulos
Head of Americas Institutional Advisory Services
+1 312 917 7794
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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial professionals.

Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC

The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global. This material does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful to make such an offer.

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