Nuveen's Weyandt on why current events make listed real assets look good
About this episode
Matt Weyandt discusses the benefits of investing in location-specific hard assets amidst current market challenges.
Matt Weyandt, a client Portfolio Manager on the listed real assets team at Nuveen , discusses how buying "location-specific hard assets" in essential industries that deliver to a "Halo theme" — heavy asset, low obsolescence — creates a buffer against a market that is being driven by headlines and geopolitical risks. Weyandt says that real estate, infrastructure, utilities, midstream energy companies, communications and commodities are not immune to the headlines, but they are built to deliver regardless of market conditions, and he discusses Nuveen's wide range of options for accessing those assets through closed-end fu nds.
More episodes of The NAVigator
- Enduring investment lessons from the legendary Mark Mobius
- Liberty Street's Gutierrez on private investment trends in A.I.
- Veteran manager says that for all the headline risks, this is a 'generic widening'
- Despite scary headlines, low-A.I.-risk BDCs are worth a new look now
- XA's Flynn on how private credit market is challenging BDCs, interval funds
- John Cole Scott on how headline risks are impacting closed-end funds
Explore listener stats, chart rankings, contacts and more on the The NAVigator podcast page.