Nuveen CEO Sees Rotation Into Defensive Stocks in 2019

The video discusses current market trends, emphasizing the opportunities for active investors amidst volatility and tariff impacts. It explores defensive strategies, the role of cash as an asset, and the importance of value investing. The discussion shifts to impact investing, highlighting ESG factors and responsible investing practices. The video concludes with insights into future trends in impact investing, focusing on sustainability and engagement with management.

What is the current trend for active investors in the market?

• Investing in high-risk stocks

• Focusing on defensive and value-oriented stocks

• Avoiding all market investments

• Investing heavily in technology stocks

What is one of the reasons for recent market volatility?

• A sudden drop in commodity prices

• A significant rise in inflation

• Increased government regulations

• The role of algorithms and passive investing

How should investors view cash and cash-like instruments in the current market?

• As a replacement for equities

• As a temporary safe haven

• As a means to buy on market dips

• As a primary investment strategy

What is a key aspect of value investing according to the transcript?

• Buying high-growth stocks

• Buying equity at a discount

• Avoiding all market disruptions

• Focusing on short-term gains

What challenge do portfolio managers face due to the Federal Reserve's policies?

• Decreasing stock market returns

• High inflation rates

• Lack of investment opportunities

• Uncertainty in interest rate trends

What is the relationship between ESG factors and impact investing?

• They are identical concepts

• They are completely unrelated

• Impact investing is a subset of ESG

• ESG is a subset of impact investing

How does responsible investing relate to generating returns?

• It can generate positive returns

• It is unrelated to returns

• It always leads to lower returns

• It only benefits large corporations