Prepared by Nuveen’s Global Investment Committee, led by CIO Saira Malik, this report examines strategies for navigating market volatility triggered by tariffs, slowing growth, and inflation pressures.
Key Insights:
- Market Stabilization Signs: Volatility (VIX) eased from early-April highs, but remains elevated amid ongoing economic uncertainty.
- Resilient Dividend Growers: Dividend-paying stocks outperformed broader equities during Q1 downturn (-0.7% vs -4.9%) and historically thrive in volatile markets.
- Consumer Sentiment Weakness: Confidence at post-Covid lows raises recession risk, increasing the appeal of defensive equity allocations.
Gain deeper insight into defensive positioning and actionable dividend strategies.
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