A fixed income reset

After several years defined by rapid tightening and recession fears, global fixed income markets are entering a more complex phase. 

In this showcase, Nuveen brings together a set of perspectives designed to help investors navigate fixed income in 2026. From macro policy divergence and fiscal-driven yield curves, to portfolio construction across an expanded credit universe, these insights highlight how discipline, diversification and selectivity will be essential in the year ahead. 

Multi-Asset Credit Investing: A Quantitative Framework 

The modern credit universe now spans high yield bonds, leveraged loans, securitized credit, emerging market debt, preferred securities, and private credit. This paper presents a quantitative framework for multi-asset credit investing, designed to help institutional investors navigate this complexity, harness diversification benefits, and construct resilient income-focused portfolios in a changing fixed income landscape. 

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2026 Fixed Income Outlook: Shifts Create Opportunities

Nuveen’s 2026 fixed income outlook argues that fiscal policy, rather than central bank action, will increasingly shape markets in the year ahead. While spreads remain tight, resilient growth and strong fundamentals support selective risk-taking. The report highlights opportunities across securitized credit, municipals, preferred securities, and segments of emerging market debt as investors adapt to a more differentiated, policy-driven environment. 

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