Alternative Credit Insights: Diversifying, Not Accumulating, Risk

The alternative credit universe has never been broader — or more complex. As investors face a growing opportunity set alongside greater complexity, this edition of Nuveen's H2 2026 alternative credit insights explores how to build resilient portfolios, manage risk and identify opportunities across key sectors — including direct lending, infrastructure debt, real estate debt, C-PACE, investment grade private credit and CLOs — and how a disciplined, diversified approach can help you navigate the second half of 2026.

Key questions answered

• What is driving institutional demand for alternative credit in 2026?
• Why does energy infrastructure credit offer a compelling diversification opportunity right now?
• Why is C-PACE continuing to attract investor interest?
• How can global real estate debt diversify a portfolio?
• What are the advantages of private investment grade credit vs. public credit?
• Why have CLO debt tranches performed well during rising interest rates?
• Why is manager selection more important than ever in U.S. direct lending?

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Disclosures:

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with their financial advisors. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen, LLC provides investment solutions through its investment specialists.

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