An Income Fix Amid Tariff Turbulence

The latest CIO Weekly Commentary from Nuveen explores the impact of tariffs, tech sector volatility, and the resilience of the U.S. labor market, offering strategic investment insights.  

Key Takeaways:  
• Tariff Uncertainty: Ongoing trade disputes, including U.S. tariffs and China’s retaliatory measures, add market volatility.  
• Tech Sector Caution: Concerns over AI spending and regulatory pressure on major tech firms create valuation risks.  
• Labor Market Strength: Despite economic challenges, job growth remains stable.  
• Investment Strategy: Diversification beyond equities into fixed income, senior loans, and securitized assets is advised.  

Read the full report for in-depth analysis and actionable strategies.