Nuveen's Weekly Commentary discusses market conditions ahead of the U.S. election and opportunities in private real estate. Key insights include:
• U.S. markets face volatility risks due to a deadlocked election, recalling previous market reactions in 2000.
• Economic data signals potential for a "soft landing," supporting the likelihood of an upcoming Fed rate cut.
• Private real estate shows signs of recovery, with rate cuts expected to boost property values and rental growth, particularly in high-demand regions.
For a comprehensive analysis and portfolio recommendations, access the full report.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
