US election fireworks not over yet, but the wild ride will end

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The most contentious Presidential election in US history? “Polls continue to signal a decisive victory for Joe Biden, with some models predicting a double-digit percentage Biden popular vote more than twice as likely as President Trump being re-elected. This is good news for investors, not because markets like one candidate better than the other, but

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30 Oct 2020

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Principal wins Emerging Markets Debt Strategy of the Year Award

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Principal Global Investors and its Finisterre Emerging Market Debt Total Return Strategy has been awarded the Emerging Markets Debt Strategy of the Year by Pension Bridge. The honour was announced on September 24 during a virtual ceremony to celebrate recipients of Pension Bridge’s 2020 Institutional Asset Management Awards. “We are pleased to receive the EM

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26 Oct 2020

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Investing in emerging Asia amid rising global tensions

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Europe reaches tipping point Tensions between the US and China are heating up and the European Union is facing increasing pressure to choose a side in the wake of COVID-19. That’s the view of Principal Global Investors Chief Strategist Seema Shah. “China is increasingly considered a strategic rival to the West. Since China was accepted

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21 Sep 2020

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Recovery will be challenging and lengthy

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Recovery from the pandemic recession is in progress around the world. It’s well underway in China and parts of Southeast Asia and getting a good start in the Eurozone and United States, according to Principal Global Investors Chief Global Economist Dr Bob Baur. According to Dr Baur, the fast, sharp economic recoil from the pandemic

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11 Aug 2020

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Recovery optimism: COVID-19 and the shortest recession on record

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COVID-19 has severely disrupted the world’s economy, plunging it into the worst recession since 1930 and putting an end to the longest economic uptrend in history. According to the National Bureau of Economic Research (NBER), the arbiter of U.S. business cycle dates, February was the peak of the last expansion, ending the 128-month period of

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14 Jul 2020

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The COVID-19 recession is here – what next?

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A unique recession  “This recession is unique in that it’s deeper, with a much bigger loss of GDP: We’re not visiting restaurants, gyms, or airports less frequently … we’re not going at all! “The recession will be selective in who it hurts: this is a small business recession concentrated in service industries. Manufacturers are holding

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12 May 2020

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Views on COVID-19 – mounting concerns around credit triggered a cascade of indiscriminate selling in equity markets

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“Investors began 2020 with high hopes for strengthening global growth, but soon expectations for returns were dashed by overextended valuations and pockets of geopolitical risk. They began to re-evaluate risk, preparing for elevated volatility and lower returns. In early February, worries quickly turned to COVID-19, and a vicious circle began forming on March 12, 2020.

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25 Mar 2020

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Coronavirus delays property development but REITS resilient in volatile market

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Both local and global REITS are expected to be relatively resilient in the face of recent market turmoil. Property projects such as shopping centres and apartment developments will not be immune to the global coronavirus outbreak, with impacts including supply chain delays and lower foot traffic. Nevertheless, the sector continues to be a defensive play

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16 Mar 2020

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Short and Sharp: Have markets developed immunity to the coronavirus?

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Principal Global Investors Chief Strategist, Seema Shah addresses the ongoing impact of coronavirus. “2020 to date has been no stranger to sharp sell offs, followed quickly by big rebounds. In an environment where the pace at which tail-risks can affect asset prices is elevated and where there is still plenty of angst, surrounding not just

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14 Feb 2020

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Ongoing US-Iran tension could boost energy stocks despite lacklustre global outlook

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Financial markets’ quick recovery following US-Iran tensions may be short lived and punish investor returns, though a renewal of tensions could increase the appeal of energy stocks. Principal Global Investors Chief Strategist Seema Shah said: “While geopolitics are difficult to predict at the best of times and both sides have reason to avoid further turmoil,

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20 Jan 2020

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