Nuveen’s Global Investment Committee Q4 2025 Outlook examines how Fed rate cuts and fiscal shifts are reshaping opportunities across equities, fixed income, and real assets.
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The Fed’s renewed rate-cutting path supports growth but leaves long-term yields anchored by persistent fiscal pressures; a steeper curve and selective credit focus are expected.
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High-quality credit, municipals, and securitized assets offer compelling yields, while U.S. large caps, real estate, and energy-linked infrastructure stand out for durable returns.
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Structural trends—AI investment, energy demand, and policy divergence—are driving dispersion across asset classes and creating selective opportunities beyond traditional portfolios.
Which “alternate routes” can investors take to capture yield and resilience in a fragmented global market? Explore the full outlook for detailed insights.
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