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WrapManager's Investment Policy Committee

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Nuveen Sees Investors Looking Past Geopolitics, But Trade Remains a Wildcard

Posted by WrapManager's Investment Policy Committee

June 21, 2018

While Last Week Was Very Eventful, Investors Shrugged Off Most of the Developments That Drove Headlines

President Trump’s comments at the G7 meeting the previous weekend generated a lot of criticism, but investors mostly ignored any possible implications. Similarly, the U.S./North Korea summit appeared to open the way for further dialogue, but did not move the markets. Likewise, the Federal Reserve’s interest rate increase last week had already been baked into market expectations. Stock prices did decline on Friday in reaction to the U.S. announcing it would impose tariffs on Chinese goods, but equity markets were mostly flat to mixed for the week as a whole.

Highlights

  • Investors mostly ignored the U.S./North Korea summit and last week’s Fed meeting. But rising trade risks are weighing on sentiment.
  • U.S. growth is accelerating, as is inflation. This should prompt the Fed to continue increasing rates.
  • We see several possible risks to stocks, but believe equities should continue to outperform bonds over the next year.
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Nuveen Asset Management Money Manager Commentary

Lord Abbett Shares More Tips on Trusts for IRA and 401(k) Holders - Part 2 of 2

June 14, 2018
Here’s the nitty-gritty on naming a trust beneficiary, plus insights on trust mechanics and taxation, and why bequeathing a Roth IRA ... [+] Read More

Lord Abbett Talks About Designating a Trust as an IRA Beneficiary - Part 1 of 2

June 7, 2018
Such a strategy can be beneficial, but be sure to consult an experienced attorney and tax professional to navigate the maze of rules. In ... [+] Read More

Introducing the MILES Bond Portfolio

June 5, 2018
Investing on your own in fixed income markets can be extremely challenging. Unlike the stock market where equities trade thousands of times ... [+] Read More

Nuveen Sees Equities Treading Water, Although Fundamentals Look Solid

May 31, 2018
Equities Prices Are Likely to Continue Churning, But Should Eventually Move Higher Equity markets struggled to gain clear direction last ... [+] Read More

J.P. Morgan Shares Global Equity Views for 2Q 2018

May 24, 2018
Taking Stock of Trends, Opportunities, and Risks At first glance, the current environment remains rather favorable for equity investors. ... [+] Read More

BlackRock Weekly Commentary Asks Is This As Good As It Gets?

May 17, 2018
An Unusual Earnings Season  With many developed market firms having reported first-quarter results, we can say without doubt it’s been an ... [+] Read More

Nuveen Feels Reasons for Optimism Outweigh Reasons for Caution

May 10, 2018
Reasons for Optimism Slightly Outweigh Reasons for Caution Corporate earnings were in focus for much of last week. Results continued to ... [+] Read More

Lord Abbett Weighs in on Appreciating Net Unrealized Appreciation

May 3, 2018
Net unrealized appreciation allows for favorable tax treatment of withdrawals of an employer's stock - but understanding the rules is ... [+] Read More

A Comparison of Perspectives: Nuveen & BlackRock Share Weekly Investing Outlooks

April 26, 2018
As market volatility continues to be a focus point for investors, money managers are keeping a close eye on key market indicators. This ... [+] Read More