Nuveen: Investors Should Get Defensive With Dividends and Infrastructure Amid Market Uncertainty
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Investors should boost defensive positioning amid market jitters from rates, inflation, geopolitics, and upcoming election, says Nuveen.
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Stay invested but shift to lower volatility and higher quality names like dividend growers and infrastructure.
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Dividend growers offer income, growth, sound fundamentals, and historically do well after rate hikes.
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Infrastructure resilient amid economic slowdowns given steady demand and inflation protection.
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50/50 infrastructure/dividend blend has yield advantage and lower volatility vs broad equities.