Learn about the 6 common drivers of unexpected portfolio results uncovered during our four-year, aggregated global analysis of more than 200 institutional equity portfolios.
With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Biden’s plan for economic support may be limited by Congress. Investors may take on more risk if earnings outperform.
As the economy gained steam in the second half of 2020, credit spreads narrowed to end the year only slightly higher than January levels. Investors who held their positions throughout this tumultuous time were rewarded for their patience, illustrating the importance of a long-term time horizon.
Nuveen's Head of Municipals, John Miller, comments on the municipal market for the past quarter.
To forecast what might happen to risk assets in 2021, Michael Arone insists we need to assess the outlook for the economy, earnings, interest rates and inflation in 2022.
To help inform investors’ decisions on where to be active in a portfolio, Matt highlights the full-year performance figures for active managers across a variety of strategies.
In just a few hours, Joe Biden will become the president of the United States. Today’s inauguration ceremony will not look like ceremonies past, though the day did begin with President-elect Biden attending church services, a tradition carried out by many previous presidents.