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The AI supercycle
The AI supercycle – investing across the capital stack
This Special Report, sponsored by Nuveen, explores how artificial intelligence has evolved into a full-scale investment supercycle reshaping economies, capital flows, and portfolio construction.
Nuveen examines how the scale of AI infrastructure is creating opportunities across the capital stack. The report highlights how funding dynamics, capacity constraints, and policy support are driving a multi-year cycle spanning equities, credit, and real assets.
Featuring insights from Laura Cooper, Head of Macro Credit and Global Investment Strategist at Nuveen, it outlines how investors can navigate risks such as concentration and valuation, while positioning for diversified sources of growth and income across this rapidly evolving landscape.
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