The world is settling into a new normal where economic growth, inflation and interest rates are likely to be structurally higher.
This higher elevation is going to require a new approach to portfolio construction; Nuveen's Global Investment Committee offers five themes for 2025 to help guide investors' thinking.
In this investment outlook we cover:
Section 1: Wheels down, elevation up
Section 2: Asset class heat map
Section 3: Five themes for 2025
Section 4: The economy and markets: key points to know
Section 5: Best ideas across asset classes
Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.
For professional investor use only.
