All Articles tagged with 'Seema Shah'

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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

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

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

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

2Q review: The rally continues, but risks are growing

From Principal Global Investors

Markets climbed in the second quarter, driven mainly by the tech rally and hopes of an imminent end to monetary tightening. However, notable risks to the rally lay ahead, including

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11 Jul 2023

A very hawkish pause

From Principal Asset Management

At yesterday’s meeting, for the first time since March 2022, the Federal Reserve (Fed) chose not to raise policy rates, instead keeping the benchmark rate at 5.00%-5.25%. However, the Fed

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16 Jun 2023

Headline inflation drops below 5%, reducing risk of another hike in June

From Principal Asset Management

The Consumer Price Index (CPI) for April showed that headline inflation continues to moderate, dipping below 5% for the first time since April 2021. Headline CPI is now below the

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12 May 2023

Market risks: A golden era no more

From Principal Asset Management

With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying asset prices higher, as they did in the decade following the Global Financial Crisis,

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28 Feb 2023

Housing affordability: Another headwind of the U.S. economy

From Principal Global Investors

U.S. housing affordability worsened considerably in 2022, driven by expensive home prices and soaring mortgage rates. With the Federal Reserve remaining focused on inflation, a quick recovery from here is

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24 Jan 2023

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CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
CPD: Why tailored retirement income strategies matter for advisers
More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]