Nuveen -Wed, 11/19/2025 - 15:05

Global Investment Committee 2026 Outlook: Ongoing Uncertainty, but Ample Opportunity

Tuesday, December 02, 2025 - 12:00 PM Eastern Standard Time

As 2025 draws to a close, some of the same questions and issues are likely to linger into the new year: Is economic growth slowing? Are inflation concerns lessening? Will the Federal Reserve and other central banks continue easing policy? How will geopolitical risks, the AI revolution and other factors shape markets?

Amid all of these crosscurrents, Nuveen’s Global Investment Committee has developed a series of portfolio construction themes and identified our best investment ideas across asset classes that we believe will help investors position themselves for 2026 and beyond. Please join us for an interactive discussion covering these points and the issues on your mind.

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INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY.

The information to be provided during this call is not a complete analysis of every fact regarding any market, industry, sector, or security. The views and opinions expressed reflect the speaker's assessment of a particular sector, asset class, investment or strategy and are based on current market conditions and data available to Nuveen Asset Management, LLC. as of the date recorded. The statements are not intended as a forecast, research, or recommendation to buy or sell any security and should not be construed as specific tax, legal, or investment advice. Certain information is obtained from third party sources which we believe to be reliable but is not guaranteed as to accuracy or completeness. Past performance is no guarantee of future results.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell, or hold a security or an 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. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.

Nuveen Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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Nuveen

Nuveen is the asset manager for TIAA, one of the world’s most highly rated and financially stable insurance companies¹. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.4 trillion in AUM² offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit www.nuveen.com/insurance.

1. For its stability, claims-paying ability and overall financial strength, Teachers Insurance and Annuity Association of America (TIAA) is one of only three insurers in the United States to currently hold the highest rating available to U.S. insurers from three of the four leading insurance company rating agencies: A.M. Best (A++ as of July 2025), Fitch (AAA as of August 2025), Standard & Poor’s (AA+ as of November 2025), and the second highest possible rating from Moody’s Investors Service (Aa1 rating affirmed as of February 12, 2026). There is no guarantee that current ratings will be maintained. The financial strength ratings represent a company’s ability to meet policyholders’ obligations and do not apply to variable annuities or any other product or service not fully backed by TIAA’s claims-paying ability. The ratings also do not apply to the safety or the performance of the variable accounts, which will fluctuate in value.

2. Assets under management as of 31 Dec 2025. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100 % due to rounding.

Joseph Pursley, CIMA
Head of Insurance, Americas
Joseph.Pursley@Nuveen.com
445-245-1063

Nuveen, a TIAA Company
333 W. Wacker Drive
Chicago, IL 60606

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