Nuveen’s CIO commentary, led by Saira Malik on behalf of the Global Investment Committee, assesses the interplay of earnings momentum, inflation risks, and potential Fed policy shifts.
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U.S. equities remain buoyant, with Q2 earnings growth at +11.7% (vs. +4.9% forecast), but narrow leadership and inflation volatility pose risks.
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Markets now expect two Fed cuts by year-end, which could benefit rate-sensitive sectors like commercial real estate.
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Real estate shows early signs of a new cycle, with U.S. medical office and grocery-anchored retail leading fundamentals, and APAC multifamily and retail centers offering structural growth.
How should investors position around a potential Fed pivot and real estate’s cyclical rebound? Explore the full report for Nuveen’s actionable insights.
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