Nuveen, a TIAA company

La politica statunitense a sostegno dei mercati del diesel rinnovabile va a vantaggio del clima e degli agricoltori. L’USDA ha recentemente evidenziato gli impatti positivi delle recenti politiche federali e statali a sostegno dei biocarburanti volte a ridurre le emissioni del settore dei trasporti. Il diesel rinnovabile è un carburante costituito da grassi e oli, come l’olio di soia o di canola, che vengono lavorati in modo da poter essere miscelati con il gasolio. Nel 2023, il consumo statunitense di diesel rinnovabile è cresciuto del 67% su base annua, l’aumento più significativo mai registrato. L’aumento della domanda di diesel rinnovabile ha contribuito alla cres cente domanda di oli vegetali sia nazionali che importati. La domanda di queste materie prime è cresciuta a un ritmo tale che gli Stati Uniti sono diventati un importatore di olio di soia per la prima volta nel 2023. L’introduzione del Low-Carbon Fuel Standard (LCFS) della California è stato un importante fattore trainante della domanda di diesel rinnovabile. Le intensità di carbonio certificate LCFS della California mostrano che il diesel rinnovabile riduce l’intensità di carbonio in media del 65% rispetto al gasolio. L’aumento della domanda di diesel rinnovabile fornisce ai coltivatori di cereali e semi oleosi nuove fonti di domanda per i loro raccolti. https://ter.li/tnwv50

Weekly investment commentary from CIO Saira Malik: “Stocking up on dividend growth as economy slows.” https://ow.ly/EQTZ50TomzR

Real estate currently offers an attractive opportunity, as investors are generally underweight their strategic asset allocation, most headwinds have cooled and interest rate cuts should boost the asset class. #Chartoftheweek

How will wealth accumulation and growing demand for agricultural products create unique opportunities for natural capital in the Asia Pacific region? Dive deeper in our latest megatrends article. https://ter.li/bv097e

We are proud to announce that Nuveen has been shortlisted for the ‘Recognition for Action - Nature’ category at the PRI Awards 2024! With over 50 submissions in this category and 175 entries overall, being recognized by an independent judging panel for our innovation, transparency, and commitment to responsible investing is an incredible honor. This achievement reflects our dedication to sustainability in action, our focus on nature stewardship, and recognition for innovation in responsible investing. https://lnkd.in/egEF_XhD

Recent labor market weakness could accelerate the pace of Fed rate cuts. More from Saira Malik: https://ow.ly/Q4O150Tj5RB

We believe high yield municipal bond demand will remain strong and new deals should continue to be over subscribed as investors look to lock in attractive yields. #Chartoftheweek

Do you know how Nuveen Real Estate is leading the way in affordable housing? Learn more about our vertically-integrated platform, recent performance, and enhanced impact management strategies in our new report. https://ter.li/3pz2yj

Global demand for wood products is expected to increase by 49% by 2050*and hardwood pulp—used to make basic consumer goods like tissue products—is one of the fastest growing sectors. Latin America’s dominance in growing global hardwood pulp markets reached new heights this year following major capacity additions in Brazil and Uruguay. In late-July, Brazilian pulp giant Suzano started operations at its new eucalyptus pulp mill in Mato Grosso do Sul, Brazil. Suzano’s new 2.25 million ton pulp mill is the world’s largest single production line. This follows close behind the start of operations at UPM’s new 2.1 million ton eucalyptus pulp mill Paso de los Toros in the second half of 2023. These state of the art mills together with Latin America’s productive timberland base and highly developed forest sector have supported the region’s rise to become the global low-cost producer of hardwood pulp and major supplier to markets worldwide. Between 2010 and 2024, Latin America’s hardwood pulp capacity more than doubled and market share CAGR was 2.5% over the same period. Sustainably managed eucalyptus plantations in the region will be critical to meet growing demand for the woodfiber used to make hardwood pulp. Nuveen Natural Capital’s certified eucalyptus investments in Brazil and Uruguay are a core part of our global timberland strategy, giving investors exposure to these expanding markets and providing sustainable inputs to production in an environmentally friendly and socially responsible way. Learn more about our timberland investment capabilities and teams in Latin America: https://ter.li/aiulh7 * U.N. FAO, 2024

Hydrogen could prove critical to decarbonizing the economy. Nuveen partnered with the Environmental Defense Fund to explore hydrogen’s uses, investment considerations and questions investors should keep top of mind during the due diligence process. #HydrogenEconomy #Decarbonization https://ow.ly/FkEk50T8RrS