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.
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.
