- Webinar
The countdown starts: US election results and market implications
As the US election results begin to unfold, they could have a major impact on markets and the economy.
- Webinar
China After the Stimulus
In our recent Spotlight on China webinar, we explored key insights on China’s market, including recent volatility, significant rallies, and the drivers behind these movements. Portfolio Manager Andrew Mattock examined the impact of government stimulus measures, such as monetary policy shifts and real estate stabilization efforts. Lastly, we discussed the sustainability of the recovery, touching on challenges like weak consumer confidence and geopolitical tensions.
- Webinar
Modi 3.0: A New Dawn for Indian Equities?
India’s Prime Minister Narendra Modi’s first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance?
- Webinar
Webinar: wind and solar enhanced maintenance technologies and advances with data
How is the use of artificial intelligence impacting the clean energy infrastructure industry? Watch Nuveen Infrastructure’s recent webinar where we discuss the use of big data and AI in asset management, the underlying trends affecting renewables infrastructure maintenance and the wealth of benefits that effective maintenance can bring to a renewables portfolio.
- Webinar
Webinar Replay - Road To Recession? Riding Out Tightening Credit Markets
The global economy has been resilient against a variety of headwinds, underpinning a recovery in risk assets. Despite optimism over a soft landing, the threat of recession remains in play. Elevated levels of inflation, higher interest rates and stricter lending standards are keeping up the pressure on consumers and businesses. Facing this uncertainty, investors need a playbook for riding out tightening credit markets.
- Webinar
Webinar Replay - Credit Risks Amid Deteriorating Lending Standards?
Non-bank lenders and institutional investors have adopted a much larger role in financing the economy since the global financial crisis. The emergence of a higher-for-longer regime has brought new momentum behind private credit’s growth as an asset class, with investors searching for diverse opportunities to capture yield. But a credit-risk approach that looks at private credit separately from public is no longer suitable due to the growing overlap between the two segments.
- Webinar
Webinar replay : The evolution of convenience culture and property markets
Register to watch the webinar replay of Nuveen Real Estate’s Head of U.S. Retail and Mixed-Use, Katie Grissom, on the discussion of the retail comeback, how consumers are shaping the future of retail and the resilience of property fundamentals with moderator Wendy Pryce, Lead U.S. Real Estate Specialist.
- Webinar
Mid-Year Market Update on India and China
In this webinar, we delve into the mid-year outlook for India and China, two emerging markets with contrasting equity performances in 2024. Matthews’s CIO Sean Taylor and Portfolio Managers Winnie Chwang and Swagato Ghosh explore the reasons to be optimistic about India’s prospects despite its high equity valuations and examine China’s potential as it holds its key third plenum gathering. They also discuss potential catalysts and risks for both countries.
- Webinar
Exploring Investment Opportunities in Latin America
In this webinar, Matthews CIO Sean Taylor and Portfolio Manager Jeremy Sutch dive deep into the investment opportunities of Latin America, sharing their insights on the reasons behind weak market performance year-to-date, the long-term structural case for investing in Mexico and Brazil, and the near-term catalysts that could warrant increased exposure to the region.
- Webinar
Navigating the New Terrain: Exploring the Impact of Rising Interest Rates on Asset Classes and Market Dynamics
As interest rates climb, investors are faced with myriad challenges and opportunities across different asset classes. From equities and bonds to commodities and real estate, each asset class reacts uniquely to fluctuations in interest rates. Our expert panel will analyze the current market trends and provide valuable insights into the implications for risk assets.