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Nuveen Evaluates Economic Growth, Recession Risk

Posted by WrapManager's Investment Policy Committee

August 10, 2017

Risks Appear Tilted to the Upside for Stocks

Although economic data was positive and earnings continued to be strong, U.S. equities were mixed last week. Markets appear to be in a holding pattern, with investors waiting for more news on Federal Reserve balance sheet normalization and tax policy.

For several months, volatility has remained low while equity prices have grinded unevenly higher. This has prompted many investors to look for signposts that could cause a change in direction. Possible dangers could include the end of emergency zero-interest-rate policies, high global debt levels, slow productivity growth or political instability caused by such issues as widening income inequality or rising protectionism.

Read an excerpt of the complete commentary below, or download the entire investment commentary as a PDF.

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Economic/Market Outlook Nuveen Asset Management Money Manager Commentary

Nuveen Decodes Mixed Economic Signals

June 22, 2017
Economic Data and Confidence Levels Offer Mixed Signals In recent months, we have seen increased softness in so-called “hard” economic ... [+] Read More

Nuveen Evaluates Investor Skepticism

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Global Equity Prices Should Trend Unevenly Higher Many investors remain uneasy about the global macro backdrop, despite accelerating global ... [+] Read More

Nuveen Believes the Political Backdrop Can Support Growth

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Economic Growth, Not Politics, Is Probably the Biggest Risk For some time, we have argued that equities and other risk assets looked ... [+] Read More

Nuveen Observes Equities Sag as Political Optimism Returns to Earth

April 5, 2017
Where Can Investors Find Value in These Markets? Stocks experienced their largest one-week decline since the election, as the S&P 500 Index ... [+] Read More

Nuveen: Where to Find Value in 2017

March 6, 2017
Where Can Investors Find Value in These Markets? The recent behavior of equity and bond markets creates a conundrum for investors. Equity ... [+] Read More

Nuveen Weekly Commentary January 2017

January 24, 2017
Investors Await Clarity on Tax and Spending Policies Equity markets were mixed last week, with the S&P 500 Index ... [+] Read More

Nuveen Weekly Commentary December 2016

December 19, 2016
Investors Focus on Positives, Ignoring Negatives Investor sentiment remained skewed positive last week, helping equity markets rally ... [+] Read More

Nuveen Asset Management - Equities Grind Higher

August 8, 2013
Should you overweight or underweight your portfolio to equities? Nuveen's Chief Equity Strategist Bob Doll answers with his thoughts. [+] Read More

Nuveen Asset Management - Conflicting Crosscurrents Move Equities Sideways

July 29, 2013
Bob Doll expects choppiness in the equity market over the short term for several reasons. [+] Read More