All Credit articles – Page 7
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VideoEuro Credit Market Update - Shifting investor expectations
Watch Boutaina Deixonne discuss her outlook for the euro investment-grade and high-yield corporate bond market, and where she currently sees potential risks and opportunities.
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White papersSeizing climate-related opportunities: Climate Change High Yield Credit, Annual Report 2025
Investor engagement plays a critical role, particularly with companies in high-carbon sectors.
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White papersUnderstanding the history of private credit
The private credit story may be more nuanced than the headlines suggest, and the history behind it matters more than most investors realize. In this installment of The Lead Left, Churchill Asset Management’s Randy Schwimmer traces the real origins of private credit, from seasoned bank credit professionals building disciplined lending platforms after the GFC to the structural forces that shaped the market we know today. For financial professionals looking to guide client conversations with conviction, understanding this history is not optional context. It is the foundation. Read the full piece to see why the distinction between core middle market managers and their large market peers may be one of the most important portfolio positioning questions in private credit right now.
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White papersReal estate credit’s consistency shines in a turbulent market
Why real asset lending is built for today’s environment
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White papersState credit quality is strong despite a shifting landscape
U.S. state finances are in their strongest position in modern history, but that headline strength is only the beginning of the story. Nuveen’s latest research unpacks why record reserves, falling debt burdens, and improved pension funding create a compelling case for state municipal bonds, and why the differences beneath the surface make careful credit selection more important than ever. Read the full paper to understand what the data reveals and how Nuveen approaches credit research in today’s municipal market.
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White papersEuro fixed income: A broad spectrum of opportunities
Despite the Iran conflict, we continue to see potential opportunities for ETF investors in European fixed income. Solid corporate fundamentals are supporting the credit sector, and we believe inflation-linked and short-duration bonds could perform well. The current backdrop of heightened geopolitical tensions underscores the need for an active and flexible investment approach.
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White papers2Q 2026 Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets.
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White papersFixed Income: A 360° View
Key insights and portfolio implications to stay ahead of the curve
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White papersSDG Engagement High Yield Credit annual report, 2025
This year’s SDG Engagement High Yield Credit annual report offers a deep dive into the engagement undertaken throughout the course of the year, as well as providing crucial performance insights.
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WebinarC-PACE in focus: Market dynamics & investment trends
The rate environment is shifting, private credit headlines are swirling, and opportunistic investors are quietly repositioning — so where does that leave real estate lending? Nuveen Green Capital’s CEO and CIO sits down for a candid conversation about what the data is actually signaling and how C-PACE financing is emerging as a surprisingly versatile tool in today’s market. watch the replay of this webinar and see how it all comes together through a live transaction walkthrough.
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White papersNavigating CLO opportunities in a volatile loan market
Market volatility can be unsettling, but for the right investors, it can also signal opportunity. Nuveen’s Himani Trivedi breaks down how AI-driven sector disruption and Middle East geopolitical tensions are reshaping the leveraged loan landscape — and what that means for CLO BB debt and CLO equity today. If you’re looking to better understand where targeted spread widening may be creating attractive entry points, this is a conversation you don’t want to miss. Read the full paper to explore the analysis and see how Nuveen is thinking about positioning in this environment.
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PodcastHow will real estate lending navigate today’s geopolitical uncertainty?
Our research team’s latest ISA Quick Take: The Iran war, four weeks on, examines the conflict’s impact from a global real estate perspective.
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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 papersPrivate credit under pressure, but opportunities still exist
The private credit industry, now totaling $2.2 trillion in assets and growing, is coming under increasing pressure as the conditions that supported its rapid growth have fundamentally changed. Driven by strong investor demand for yield and the pullback of traditional bank lending following post-GFC regulatory reforms, private credit funds stepped in to fill the gap, benefiting from greater underwriting flexibility and a willingness to finance borrowers that traditional lenders were less inclined to support.
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White papersCapital Solutions, Explained
Capital solutions has evolved far beyond its origins in distressed debt. Today, it functions as a form of “direct lending plus”—pairing tailored outcomes for borrowers with the potential for strong, cash-yielding returns for investors.
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PodcastGlobal Direct Lending: Navigating Volatility, Seizing Opportunity
Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective
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White papers360°, H1 2026: Is this what it sounds like when doves cry?
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
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White papersFive questions: Sustainable Global Investment Grade Credit
How a high-conviction process and active engagement seek to uncover attractive, sustainable opportunities in investment grade credit.
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White papersDiversification Without Complication: The Case for Global Bonds in 2026
After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves.
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White papersHow North American insurers are positioning for 2026: From building to optimizing
One forecast is a data point. Two hundred and thirty-eight of them start to tell a story. Nuveen’s fourth annual EQuilibrium insurance survey reveals how North American insurers are navigating 2026: maturing their private credit allocations, quietly shifting geographic exposure and leaning into the infrastructure opportunities created by AI and the energy transition. Explore the full survey to see how your peers are positioning and what it might mean for your own outlook.
