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Everything from Principal Asset Management

Market impacts of the 90-day tariff reprieve

From Principal Asset Management

President Trump announced a 90-day reprieve on reciprocal tariffs, reducing them to 10% across all countries except for China, on which the U.S. raised reciprocal tariffs even further, from 104%

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14 Apr 2025

A growth revival: the start of European exceptionalism?

From Principal Asset Management

At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several factors have coincided to test the

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31 Mar 2025

Principal Asset Management appoints Global Head of Real Estate Research and Strategy

From Principal Asset Management

Principal Asset Announcement has announced Richard Hill joins the firm as Global Head of Real Estate Research & Strategy. In this role, Hill will work across portfolio teams on capital

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14 Mar 2025

The opening salvo in Trump trade war two

From Principal Asset Management

Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war. With Europe likely next

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11 Feb 2025

Principal Asset Management launches EMD solution to Australian wholesale investors as market conditions drive strong demand

From Principal Asset Management

The Finisterre Emerging Markets Debt Total Return Strategy (Strategy), managed by Principal Finisterre, is now available to wholesale investors in Australia, capitalising on increased interest in emerging market debt. The

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28 May 2024

Principal® announces launch of new private infrastructure debt capability aimed at providing safety, stability, and enhanced returns amidst a constrained financing market

From Principal Asset Management

Principal Asset Management has announced the launch of its new private infrastructure debt capability (the capability) and the hiring of Mansi Patel as senior managing director, head of infrastructure debt

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22 May 2024

The Fed is signalling that it really wants to cut rates

From Principal Asset Management

To no-one’s surprise, the Federal Open Market Committee (FOMC) chose to keep the benchmark policy rate at 5.25% – 5.50% yesterday. More significantly, the latest dot plot revealed the committee

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22 Mar 2024

Public REITs: Relative valuations are attractive

From Principal Asset Management

Rising interest rates have posed challenges for REIT stock prices over the last two years, leading to historically large discounts relative to broader equity markets. However, yields peaking has typically

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31 Jan 2024

Markets see the ECB peak

From Principal Asset Management

Last week, the European Central Bank (ECB) raised its three key policy rates for the tenth consecutive time, opting again to raise rates by 25 basis points (bps). The interest

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16 Sep 2023

A short and shallow recession

From Principal Asset Management

The global economic landscape faces challenges heading into the second half of 2023. With Europe weakening, China disappointing, and the U.S. approaching recession, markets are becoming more volatile, and seizing

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22 Aug 2023

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