In this June 2025 outlook, Nuveen’s Tony Rodriguez analyzes the Federal Reserve’s policy pause and the implications of inflation, tariffs, and economic uncertainty for investors.
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The Fed held rates at 4.25%–4.50% but signaled two cuts likely in 2025 amid tariff-driven inflation and slowing growth.
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Private credit and infrastructure emerge as attractive asset classes, offering resilience in a mixed macro environment with elevated fiscal and policy risks.
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Preferred securities and municipal bonds may deliver income and capital gains, supported by robust fundamentals and elevated yields.
Explore the full report for actionable insights on portfolio positioning ahead of a shifting rate environment and widening policy scenarios.
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