All Fixed Income articles – Page 7
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White papersEmerging Market Debt Latest Commentary
Geopolitical turmoil in March reverses EMD gains.
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White papersGlobal market perspectives 2Q 2026: Hope for the best, ready for the worst
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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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 papersUnlocking green, social and sustainability bonds’ full potential
The green bond market may have reached maturity, with established issuance patterns and fewer surprises in store, but maturity does not mean a less attractive market for investors nor that its full investment potential has already been reached.
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White papersTrump the “paper tiger”. The move from Iran’s implicit leverage to explicit control in the Strait of Hormuz
Markets may be calmer following the ceasefire, but has the underlying risk really gone away?
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White papersIran Conflict Update: Emerging Market Sovereign Implications
With more than four weeks having passed since the first strikes on Iran, markets are increasingly focused on whether, and how, this conflict ultimately comes to an end.
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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 papersOral GLP-1 Is Here. Have Credit Markets Caught Up?
The FDA’s approval of oral semaglutide removes the injection barrier and may reprice credit exposures built on an older adoption curve.
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PodcastThe grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects.
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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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White papersMuni bonds have been resilient amid uncertainty
The municipal bond market had a bumpy start to 2026, but Nuveen’s latest quarterly outlook suggests the story is far from over. With taxable-equivalent yields near historic highs, record fund inflows, and a steep yield curve rewarding those willing to extend duration, there may be more opportunity in today’s volatility than meets the eye. From credit divergence in health care and higher education to shifting technical conditions, the details matter. Explore the full report to see how Nuveen is navigating the landscape heading into the second quarter.
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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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White papersWeathering the storm: The resilience of Asian fixed income
Confronted with ongoing geopolitical tensions, we believe Asia’s fundamental strengths should underpin the resilience of its fixed income markets. Supported by strong current account balances and the support of the AI capex cycle, many Asian countries look set to weather the current storm relatively well compared to prior crises.
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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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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 papersThe Long Road to a U.S. Housing Recovery
Despite the Federal Reserve (Fed) cutting interest rates and the average 30-year fixed mortgage rate falling from its high of 8% in 2023 to just over 6%, the U.S. housing market continues to face challenges. Sellers are facing tepid demand and seeing potential buyers back out. Affordability, despite recent improvements, remains far below pre-pandemic levels. Residential investment per household has not improved, and structural factors mean supply constraints and price pressures could continue even if the Fed lowers rates further.
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White papersMacro Outlook Q2: Five themes for 2026
From private markets and municipal bonds to the next wave of AI opportunities, 2026 is shaping up to be a year where thoughtful positioning matters more than ever. Nuveen’s five themes for the year ahead cut through the headlines to spotlight where we see compelling value - and where conventional wisdom may be leading investors astray. Read the full piece to see where we think the opportunities are and how to position for what’s ahead.
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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.
