Wheels down, elevation up: Five themes for a new economic landing

This 2025 Outlook from Nuveen's Global Investment Committee highlights five key investment themes for a structurally higher growth and inflation environment.  

• Debt Markets: Favor high-yield and securitized assets with attractive spreads.  
• Real Estate: Opportunities in industrial, alternative assets, and REITs as the sector recovers.  
• Energy Infrastructure: Green energy and AI-driven data centers address rising demand.  
• Municipal Bonds: Long-duration municipals offer value with steep yields and strong credit.  
• Small Caps: U.S. small caps benefit from tax reforms and capital investments.  

For detailed strategies and insights, access the full report.