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Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
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Market Outlooks
Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
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Nuveen’s Global Investment Committee offers our outlook for 2Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Policy and Regulatory Commentary
Facing heightened uncertainty, the Fed delivers another hike
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The Fed has raised rates by 300 basis points since June, a nearly unprecedented pace of tightening done to combat persistent inflation amid continued strength in the labor market and consumer spending. But markets are worried it will go too far, triggering a recession.
Market Outlooks
Global Markets Weekly Update: March 17, 2023
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
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The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Fixed Income Insights
Weekly Fixed Income Commentary: Banking uncertainty weighs heavily on bond markets
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U.S. Treasury yields continued to fall steeply amid heightened economic and financial uncertainty.
Policy and Regulatory Commentary
2023: 2008 All Over Again?
What Happened to Silicon Valley Bank and Is It 2008 Again?
Market Outlooks
AOR Update: Bank crisis recalibrates the Fed’s path
The evolution of risks to financial stability will be a key factor into the Fed’s near-term thinking above and beyond their goal of achieving the dual mandate of price stability and maximum employment.
Market Outlooks
Market Impact of Credit Suisse Deal
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While risks still remain, we see the Credit Suisse deal and central bank actions over the weekend as positive
Market Outlooks
MarketScape: Silicon Valley Bank’s Shockwave of Uncertainty Likely to Settle
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The surprise failure of Silicon Valley Bank and acquisition of Credit Suisse have sent shockwaves of uncertainty across financial markets. Chief Investment Strategist for North America Chris Shipley explains how it’s impacting investors.
Market Outlooks
Weekly Market Update: Global Stocks Mixed on Banking Fears, Fed and Bank of England Set for Rate Decisions This Week
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U.S. stocks gained last week while developed market stocks outside the U.S. and emerging markets fell. Investors are showing less confidence that the Fed and Bank of England will hike rates this week.
Market Outlooks
Market Week in Review: Stress in the banking system: Updates on Credit Suisse and the collapse of SVB and Signature Bank
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.