◀ The Principal Blog

Posts from the ‘Principal Global Equities’ category

Views from the CIO: Is Recent Market Correction a Buying Opportunity? Earnings Will Tell

As of this writing, the S&P 500 has declined by 11% since its all-time highs in May. The MSCI EAFE had a similar decline, but emerging markets have corrected by 24% (USD terms) since their highs in April. Concern about China’s economic growth was the immediate catalyst for the drop. ETF…

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Views from the CIO: Three Reasons We (Still) Like the Healthcare Sector

I am often asked the same question of why I (still) like healthcare so much. Since 2010, our global unconstrained portfolios have carried significantly larger weights to the healthcare sector than conventional cap-weighted indices. We believe the benefit of owning healthcare stocks is they can…

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