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Posts from the ‘Principal Global Equities’ category

Views from the CIO: If the United States were a “stock,” would you buy it?



A “micro” analysis of “macro” events There’s been a lot of recent analysis on U.S. macroeconomic events as well as what the new Trump presidency means for the U.S. economy and financial markets. As we are bottom-up fundamental researchers, I thought I’d offer a different…

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Views from the CIO: positive outlook for equities in 2017…with a few caveats



Looking ahead in 2017, we have a positive outlook for equities but with a few caveats. Our positive outlook is based on the following main areas: Trump pro-growth agenda: Trump pro-growth policies will likely benefit company earnings here in the United States, however, these benefits won’t be…

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