A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally...
By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen. Key takeaways: -The second and third-order effects of the Strait of Hormuz crisis...
By Global Citizen Solutions The global wealth management landscape is undergoing a number of alterations. Drawing on insights from thousands of High Net Worth Individuals...
From Anders Persson, Nuveen Global Head of Fixed Income An excerpt from its recent Global Investment Committee Viewpoints Despite today’s increased volatility, markets remain efficient overall,...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management Private credit is in the media spotlight right now, but for the wrong reasons. Frequent...
By Jon Lechte, CEO Income Asset Management There’s a lot of noise in markets at the moment. Geopolitical tensions, the inflationary overhang of the Iran...
The fear of the Fed macro regime is back, but for how long? Which are the defensive assets of global fixed income? The...
Since the outbreak of the Iran conflict, market losses have been limited, at least so far. But it might not take much in terms...
A resilient economy and unshakeable markets shouldn’t blind investors to an uncertain future, by Greg Peters, Co-Chief Investment Officer, Fixed Income, at PGIM. One lesson...

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