◀ The Principal Blog

Posts from the ‘Principal Global Equities’ category

Views from the CIO: Does the Recent Value Rally Have Legs?



Value investing has been out of favor relative to the growth-style orientation over the last three years; the MSCI World Value Index is up 10.9% versus the MSCI World Growth Index up 22.9% in net U.S. dollar terms as of February 29, 2016. As a result, we have seen valuation spreads widen…

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Views from the CIO: Bank of Japan’s Negative Interest Rate Policy, is the U.S. next?



In another effort to jump-start the stagnant Japanese economy, the Bank of Japan (BoJ) unexpectedly announced on January 29th that it was cutting its benchmark interest rate to -0.1%. The negative rate applies only to excess balances that exceed reserve requirements, thereby encouraging banks to…

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