13 Nov 2018

Principal Global Perspectives: Looking at geopolitical risks

Table of Contents: 

Geopolitical risk affects markets, investment decisions, and the global economy. Some main concerns for investors surround the increasingly uncertain outcome of Brexit negotiations, the potential for fragmentation in the European Union, and impact from the recent US midterm elections. All have the potential to shake investor confidence and economic growth.

The experts at Principal Global Investors discuss these concerns, the likelihood that they will escalate further, and what investors need to know.

Brexit negotiations

Seema Shah, senior global investment strategist, Principal Global Investors

Brexit deadlines get serious in 2019, and investors and businesses are still unclear about what to expect or how to prepare. Seema Shah discusses potential scenarios, what to watch for at the end of 2018, and what might be in store for investors and the global economy.

A fragmented Europe

Binay Chandgothia, managing director & portfolio manager, Principal Portfolio Strategies

The grand European project has been increasingly called into question. If the economic and political union fragments, European growth could suffer, and the risk of conflict could rise. Binay Chandgothia talks about the future of Europe’s economy and what investors can expect to see.

US midterm elections

Bob Baur, chief global economist, Principal Global Investors

The US midterm elections delivered control of the House of Representatives back to Democrats beginning in 2019. What could the new dynamic in Washington D.C. mean for US economic growth and financial markets? Find out as Bob Baur discusses his views on the meanings and repercussions for investors.

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11/2018 | 658225-112019