Knowledge

Insights

01 Apr 2019

A quarterly look at how macro events are driving relative value around the globe. "When a global growth slowdown is underway and dovish...

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...
Blog

10 May 2019

Seema Shah, Global Investment Strategist, Principal Global Investors

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

Seema Shah, Global Investment Strategist, Principal Global Investors

Surprise, surprise. European data is underwhelming. The German Ifo index is close to four-year lows, the European composite PMI remains sluggish, and...