A quarterly look at how macro events are driving relative value around the globe.
"When a global growth slowdown is underway and dovish...
Principal Global Perspectives: Brexit negotiations
Knowledge
Insights
20 May 2019
Trade tensions are back in the headlines. Market volatility is up but inflation isn't-and the U.S. economy is growing at a clip of 3%. So where...
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Principal Global Perspectives: A fragmented Europe
Principal Global Perspectives: US midterm elections
Blog
10 May 2019
At 12:01 this morning, President Trump followed through on the first part of this trade threat, originally unleashed via a tweetstorm on Sunday, to...
25 Apr 2019
Surprise, surprise. European data is underwhelming. The German Ifo index is close to four-year lows, the European composite PMI remains sluggish, and...