All Articles tagged with 'Seema Shah'

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Rising global bond yields: The test for risk assets

From Principal Asset Management

Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their highest level since 2007, 30-year JGBs

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25 May 2026

June CPI data shows trade impacts materialising

From Principal Asset Management

The June CPI report came in as expected, bringing the annual headline increase to 2.7%, a tick-up from last month’s 2.4% reading. Meanwhile, core inflation rose 2.9%, softer-than-expected for the

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17 Jul 2025

The end of the 90 day US tariff reprieve is over for now

From Principal Asset Management

The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on April 2, also known as “Liberation Day,” saw

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15 Jul 2025

Iran conflict sparks geopolitical shockwave as markets brace for impact

From Principal Asset Management

Thirteen days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defence, surface-to-surface missile sites, and senior military and scientific personnel. Over the weekend, the conflict escalated

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25 Jun 2025

Mid-year Perspectives 2025: Cutting through the noise

From Principal Asset Management

After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock. Over the past few months, forecasts have

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10 Jun 2025

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

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]