Principal » Institutional Investors
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Financial blogs for individuals, business owners, plan sponsors, and financial advisors. Written for you by thought leaders and industry experts from Principal. Investment management insights and commentary on Institutional Investors.
Principal » Institutional Investors
3y ago
Much of the market’s interest in the Federal Reserve’s (Fed) review of its monetary policy has focused on its embrace of average inflation targeting. While the overshooting part of the new framework is clearly of major significance, of equal importance is the Fed’s change to how it views the second part of its congressional mandate ..read more
Principal » Institutional Investors
3y ago
Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first few weeks of the year. This is despite the relentless spread of COVID-19 which, at the end of January, had infected more than 100 million people around the world—a 23% increase in ..read more
Principal » Institutional Investors
3y ago
Global markets have started 2021 with the same enthusiasm for the global reflation trade that has been driving markets since November of last year. We too are focusing on this longer-term recovery theme and with vaccine distribution underway, countries should gradually return to pre-crisis activity levels. We expect global GDP growth to recover sharply as ..read more
Principal » Institutional Investors
3y ago
It’s been a blessed few months since I last wrote about Brexit. Unfortunately, however, with it once again reclaiming newspaper headlines, Brexit can no longer be ignored. According to officials, the UK and EU could strike a deal on their future trading and security relationship as early as next week (new COVID-19 infections withstanding), helped ..read more
Principal » Institutional Investors
3y ago
This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have become a permanent companion to many of us as we try to navigate our daily lives under the threat of social restrictions and public health concerns. 2020 ..read more
Principal » Institutional Investors
3y ago
The tremendous performance of the U.S. equity market over the past six months has confounded many investors. Yet, look under the surface and it might make more sense. While cyclical segments of the market have floundered under the lingering weight of lockdown effects and pandemic fear, companies which can complement and improve life with COVID-19—the ..read more
Principal » Institutional Investors
3y ago
With the United States and China locked in an increasingly heated rivalry, the European Union needs to choose a side. Since China was accepted as a full member of the World Trade Organization (WTO) in 2001, its share of world GDP has jumped from 8% to 19%. Meanwhile, Europe’s portion has fallen from 35% to ..read more
Principal » Institutional Investors
3y ago
Escalating COVID-19 infection rates in the U.S. have forced a rollback of many economic opening measures, potentially uprooting the already fragile recovery in U.S. growth. Even in states which have so far avoided a virus resurgence, anxiety and caution are beginning to spread, weighing on activity. Although lockdowns may be localised, the consumer and business ..read more
Principal » Institutional Investors
3y ago
Through the pandemic, global fiscal support packages have gone a long way towards helping to offset the decline in corporate and household income. In the U.S., where signs of activity bouncing back from the disruption of lockdown had initially raised a question mark over the need to extend the CARES Act when it expires, the ..read more
Principal » Institutional Investors
3y ago
The past few weeks have certainly seen their fair share of troubling headlines. From the waves of civil unrest gripping the United States and U.S. / China tensions once again heating up, to the potential for a winter virus wave and ongoing fiscal debt concerns, markets have had plenty of reasons to pause. And yet ..read more