Knowledge

Insights

31 Mar 2020

The world economy began a pandemic recession in February. It arrived in the United States in March. Equity and credit market pain was intense because...

16 Mar 2020

Deciphering the ride so far, what we're watching as we manage money, and thoughts on portfolio construction amid the storm Looking back...
Blog

26 Mar 2020

Seema Shah, Chief Strategist, Principal Global Investors

With COVID-19 requiring the slowing of economic activity in order to slow its spread, a sharp contraction in growth is all but guaranteed. Some...

27 Feb 2020

Seema Shah, Chief Strategist, Principal Global Investors

Global equity indices have erased all their year-to-date gains, entering correction territory of 10% losses in the space of just four days. U.S....