All Commentary articles – Page 5
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White papersUnlocking value in battery storage
Energy storage is now integral to the evolution of modern grid infrastructure, its rapid rise driven by the transition to renewables and increasing electrification. Batteries are central to clean energy transitions, underpinning COP28 goals… Read our latest white paper on the growing role of energy storage in grid infrastructure today.
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White papersCrisis highlights diversification
The year-to-date has been characterised by a series of geopolitical events. While markets largely shrugged off the US military action in Venezuela, the war in the Middle East triggered a sharp rise in energy prices, with knock-on effects across global markets.
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White papersPrivate Assets in Portfolios: Reassessing the Strategic Case
The private credit industry has been under intense focus in the early months of this year, with questions being raised about its role in portfolios. The Achilles heel of the industry has always been the charge that it is untested, at least in its present form, in a default cycle. Do recent developments mark such a fear coming to fruition?
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White papersGlobal Macro Outlook: Second Quarter 2026
US foreign policy became the key variable for financial markets in the first quarter. As the Middle-East conflict expands, oil price shocks could become stagflationary, but it’s too early to know the magnitude. Our base case is that the global economy will remain resilient to this shock—as it has to many others this cycle.
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White papersFour scenarios for the future of AI
Artificial intelligence continues to evolve at a rapid pace. Models are improving, computing costs are easing and companies are beginning to report tangible efficiency gains.
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White papersHolding Onto Assets Is Now an Opportunity Cost
In a recent interview with IPE Real Assets, Nick Pink argues that investors who keep waiting for better conditions risk missing strong current opportunities in European real estate, where high quality assets are still achieving solid pricing and the cost of delaying could lead to lost value and diminished returns.
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White papersMacro Outlook Q2: The economy and markets
Global growth is holding up, inflation is cooling, but geopolitical risks are adding a layer of complexity that investors can’t ignore. From the ripple effects of elevated oil prices to what central banks do next, the economic picture heading into the rest of 2026 is full of nuance. Nuveen’s latest outlook cuts through the noise with clear, grounded analysis to help you make sense of what’s happening and what it means for your portfolio. Read the full update to stay ahead of what matters most.
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White papersMacro Outlook Q2: Best ideas across asset classes
From equities and fixed income to real estate and infrastructure, knowing where to find value in today’s market takes more than a broad view. It takes conviction. Nuveen’s investment leaders share their best ideas across asset classes, offering a grounded, practical look at where they see the most compelling opportunities right now. Explore the full section to see where we’re putting our highest conviction to work.
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White papersConflict affecting sentiment
The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the Middle East conflict.
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White papersMulti-Asset Views: Everybody hurts
These are the core investment decisions from this month’s report on our multi-asset investment views.
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White papersHow a strategic specialist partner in clean power and grid services can play their part in data centre grid access
Data centres have become foundational to the modern digital economy. They host large‑scale computing, storage, and networking infrastructure that underpins cloud services and AI workloads.
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WebinarWebinar: Sustainable Infrastructure for the Digital Age
As data centres become the backbone of our digital economy, their energy consumption and environmental impact have come under increasing scrutiny. Watch our recent webinar above which examines how the industry is responding - from investment strategies to technical solutions and operational implementation.
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White papersBeyond U.S. exceptionalism
Concerns are growing over economic activity, political tension and policy uncertainty in the U.S., creating a challenging investment environment. Headlines throughout 2025 and so far in 2026 underlined this uneasiness; foreign investors were reportedly leaving U.S. markets in droves amid currency volatility and tariff-driven fears, possibly spelling the end of U.S. exceptionalism as we know it. Adding to these doubts is the spectre of an increasingly deglobalized world.
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White papersMind the underinvestment gap: Shaping the UK’s future through private markets investment
With significant underinvestment placing pressure on the UK’s social infrastructure, we consider how institutional capital can drive regeneration and unlock long term social and economic benefits.
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White papersFive charts that put market volatility in perspective
Fallout from the intensifying war in the Middle East has once again put market volatility in the spotlight.
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White papersGermany’s Mittelstand at a turning point: the pivotal role of private debt
Germany’s mid-market is in transition, and private debt is playing a pivotal role. Digitalisation, energy, sovereignty and succession: these shifts are reshaping priorities and creating new financing needs.
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White papersInnovation at work: building a resilient private market ecosystem
Private markets have entered a phase shaped not only by secular shifts, but also by heightened geopolitical uncertainty and growing scrutiny around risk.
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White papersRethinking resilience in private credit
For much of the past decade, emerging markets (EM) were viewed primarily as a high-beta extension of global growth. Allocators tended to treat the asset class as cyclical exposure, sensitive to dollar strength, commodity swings, and Federal Reserve policy shifts.
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White papersCommercial real estate: Early-cycle advantage as investors reevaluate private credit
Commercial real estate (CRE) is drawing renewed attention as investors reassess allocations amid rising concerns about the durability of private credit returns. Slowing earnings growth, elevated leverage, and tighter refinancing conditions have raised questions about the performance trajectory of some private credit strategies…
