Key themes from Nuveen's Global Investment Committee 2024 Outlook
Twin peaks of global inflation and central bank tightening have most likely peaked for this cycle.
Long term maturity yields will decline, creating attractive return opportunities across fixed-income segments...such as private credit.
Move past the fog of doubt....the longer investors sit on cash and delay, the more opportunities will be missed.
Real assets, including real estate and farmland, will thrive while offering resilience during periods of contraction.
Negative technical factors of liquidity and constrained deal flow has put pressure on markets, but fundamentals have remained healthy.
Past the peak by Nuveen....
Understanding private credit by Goldman Sachs....
Comments