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

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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,

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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

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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

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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

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No positives in going negative for central bankers, says Principal Global Investors

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President Trump has been pushing the Federal Reserve (Fed) to consider cutting policy rates below zero in an effort to stimulate growth and weaken the dollar, however his stance hasn’t gained

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Headlines still worried, momentum a little better

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Principal Global Investors has released its Economic Insights for the month of September. Writing in the note to investors, Chief Global Economist, Dr Bob Baur, said that the world economic slowdown refuses to

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Is this the momentous reversal?

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“Suddenly, there appears to be a glimmer of light. Expectations for a rebound in growth, nurtured by thawing U.S./China trade relations, better Brexit news, and global monetary easing have all

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Is recession already baked in?

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After major indices on US stock markets hit all-time highs in July, the plunge in bond yields is bringing increasingly agitated warnings about worsening growth and recession. Writing in a

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Good financial returns may be hard to find

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“Intensified trade tensions and disappointment with interest rate cuts by the Fed could provoke a relapse in equity markets.” That’s the view of Principal Global Investors Chief Global Economist, Dr

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