Signals Over Noise: Nuveen CIO Saira Malik on Navigating Today's Macro Landscape (EP. 43)

What does thirty years of investing through the dot-com bust, the great financial crisis, and COVID teach you? For Nuveen CIO Saira Malik, the answer comes down to three things: focus on the fundamentals, stay the course, and don't let the noise win. Saira joins Brad Walker on CAIS Live Conversations to share her read on today's macro landscape, the case for evolving the traditional 60/40, and how she talks clients through market downturns. She also opens up about her career path, one that started with rejection from every firm on Wall Street, and what that experience taught her about resilience. Chapters Chapter 1: From Stockton to Wall Street (00:01:35) Chapter 2: Learning to Read the Cycle (00:04:38) Chapter 3: 125 Years of Nuveen: From Muni Bonds to $1.4 Trillion (00:06:03) Chapter 4: Beyond 60/40 (00:12:15) Chapter 5: Getting Private Markets Right (00:16:29) Chapter 6: Mapping the Macro Landscape (00:18:04) Chapter 7: The AI Trade: Spending, Productivity, and What Comes Next (00:21:39) Chapter 8: Infrastructure, Data Centers, and the Real Assets Opportunity (00:23:11) Chapter 9: Staying the Course: How to Keep Clients Invested Through Volatility (00:31:43) Chapter 10: Thirty Years, One Philosophy (00:33:14)