Principal Global Investors has announced the appointment of Warwick Boys to the role of Director of Institutional Sales for Australia. Based in Sydney, Mr Boys will report to Helen de Mestre, Managing Director and Country Head for Principal Global Investors (Australia) Limited, and will work alongside Michael Gaffney, who has been Principal’s Director of Institutional Sales […]
continue readingPrincipal’s Chief Global Economist, Dr Bob Baur, looks at how global markets fared in March. World economic outlook: green shoots “Stock markets plunged in December as evidence began to accumulate that a recession might be around the corner. Growth in China slowed significantly throughout 2018 and the fourth quarter rebounds in Europe and Japan were […]
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05
Apr
2019
Principal Global Investors has been awarded a Lipper Fund Award from REFINITIV US for the Principal Global Real Estate Securities Fund, Institutional (Class I: POSIX). These awards recognise funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Principal Global Real Estate Securities Fund, Institutional was named the best global […]
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14
Mar
2019
Market outlook: Is the monster rally over? “Last month, I suggested the odds favored another market downdraft, something approaching December’s lows. Didn’t happen; stocks kept roaring higher. The S&P 500 Index soared 6.6% in December, 7.9% in January, and 3.0% in February, for a total 18.4% compound gain since Christmas. That’s an amazing run. Of […]
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08
Mar
2019
Principal Global Investors’ Chief Global Economist, Bob Baur, takes a look at how Trump’s sanctions and a threat of tariffs on Turkish exports to the US are propelling the downdraft 17 August 2018 Trade, Turkey, Tariffs, Trump and turmoil “The currency had already been weakening this year, along with emerging economies in general, on account […]
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20
Aug
2018
The hardest pill for investment markets to swallow is the increasing uncertainty in the tone of global trade discussions and the doubt it introduces into business and consumer sentiment. That’s according to new commentary from Principal Global Investors. Speaking about commercial real estate, Senior Managing Director of Global Research and Strategy at Principal Real Estate Investors, Indraneel Karlekar said: “Commercial real estate has defensive characteristics that may […]
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10
Aug
2018
Principal Global Investors Australia (Principal) has announced their Global Real Estate Securities strategy has recently been awarded a number of mandates including BT New Zealand and the Australian Construction Industry Redundancy Trust (ACIRT). In further endorsement of Principal’s strength as a global real estate manager, the Principal Global REIT Fund (the fund) has also received […]
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18
Jul
2018
Trump’s trade tantrums… “Last week trade tensions between the United States and China significantly escalated. President Trump asked US Trade Representative Robert Lighthizer to come up with a list of $200 billion worth of goods to be tariffed at a 10% rate, with the potential for another $200 billion more if China retaliates. The first […]
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02
Jul
2018
A 2020 US recession “According to the June 11 business section of the USA Today, many experts say in 2020 for the United States. If it happens, it would be the first time such a forecast came true; recall that economists in general have predicted zero of the last seven recessions. The stock market is no […]
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22
Jun
2018
The Fed put has a lower strike price “It was a common belief under former Federal Reserve (Fed) Chair Alan Greenspan that the Fed would rescue the stock market from any serious equity turbulence with easier policy. Today it might still be possible, but the strike price is much lower. In the four months of […]
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28
May
2018
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