All Equities articles – Page 2
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White papersRedefining the horizon: Top 10 with… Interview with Diana Celotto and Sven-Christian Kindt on private equity
Private equity responds to market changes by offering investment solutions, flexible mandates, and access to established managers. Leveraging a global network and deep expertise, clients benefit from tailored risk management strategies and exposure to private equity opportunities. Through thorough due diligence, strategic portfolio structuring, and a responsive platform, UGA – Private Equity aims to support investors in navigating the evolving private equity landscape.
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VideoGemcast Episode 8: Staying Original
In episode 8 of Gemcast, Selim Basak, Co-Founder and Head of Origination at Gemcorp Capital, discusses deal sourcing in emerging markets. He explains the key challenges in emerging markets versus developed, the importance of your network and why we take the time to work with and listen to our borrowers.
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White papersHow to thrive amid a confluence of generational shifts
If we look back at equities over recent history, markets have tended to move in decadal mega cycles, where one major ‘theme’ has dominated returns.
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VideoInvestment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?
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White papersFlash commentary: Venezuela
Since August 2025, the US has deployed one of the largest forces in the Caribbean and US policy had been shifting from economic sanctions to political pressure, with Chevron’s oil license restored and military assets deployed near Venezuela as President Trump sought to manage competing priorities of energy, drug cartels, immigration, and friction with the Maduro regime.
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White papersNeuberger Berman’s 2026 Capital Market Assumptions
After a volatile yet resilient year for markets, we look to 2026 with cautious optimism that the worst of the global trade and policy uncertainty has passed, leaving a more supportive, if still dynamic, backdrop for economic growth and risk assets.
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VideoThe 2026 Global Equity Playbook
Nelson Yu, our Head of Equities, discusses key strategies to help investors address the challenges that lie ahead.
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White papersEquity Outlook 2026: Mapping a New Spectrum of Return Drivers
Our playbook for 2026 aims to address real risks by expanding allocations in new directions.
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White papersLooking ahead after an exceptional 2025
2025 was an outstanding year for market performance, with 90% of the 30 main asset classes we track posting positive returns — exceeding historical averages for the third consecutive year.
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White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
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White papersTaking the measure of private equity
Investors have multiple metrics to assess performance.
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White papersGlobal Investment Views - January 2026
Central banks easing into a thus-far resilient economy
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White papersEurozone Multi-Asset shines in 2025
A 50-50 Eurozone equity and fixed‑income index has delivered only two negative annual returns since 2015, showing how diversification across asset classes and a long-term investment horizon can help overcome volatility. The 2022 exception – when both equities and bonds delivered negative returns – was followed by three years of above-average returns.
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White papersEquities: Stay Invested, Stay Diversified
Looking back over the past year and ahead to 2026, it feels especially relevant to re-emphasize the importance of staying invested and diversified.
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White papersKeeping the lights on: How utilities are meeting AI’s energy needs
As we head into year-end, the question on many investors’ minds is: “What’s next?” While some themes have run their course, one opportunity continues to stand out - listed infrastructure. In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why affordability concerns remain and how innovative solutions and cost-sharing models are emerging to address these challenges.
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White papersThe Journey of Global Liquidity
Tracking global liquidity is essential because it influences all assets, which has significant implications for portfolio construction. However, analysing global liquidity is complex: while measuring the initial supply is relatively straightforward, understanding how it spreads and multiplies is challenging.
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White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
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White papersGermany: from crisis comes opportunity
The German economy has entered a phase of structural stagnation. Growth remained weak in 2025, following two consecutive years of recession. The export sector and industry as a whole are in crisis. The shift in fiscal policy at the beginning of the year, coupled with the relaxation of the debt brake rule, is expected to boost growth in 2026, but to what extent?
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White papersStock market outlook: Three investment strategies for 2026
Has the AI boom reached bubble territory? Have markets overcome the risks of policy uncertainty? Can markets outside the US continue to show strength, or will the global rally fade as it has many times in the past?
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White papers2024-2025 Private equity impact report: Accelerating solutions for a world in transition
Climate change and inequality remain deeply interconnected challenges. At Nuveen Private Equity Impact, we’re backing growth-oriented, lower-middle market companies driving an inclusive transition to a low-carbon economy, where impact and performance are directly aligned. Explore our latest report for insights on new investments across energy efficiency and circular economy solutions, enhanced ESG measurement, industry partnerships, and portfolio case studies showcasing real-world impact.
