◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Short and Sharp: a softer Brexit but still a weaker pound



There are many anxieties for investors in global markets. The one keeping me up at night is Brexit. Having defied all the negative economic forecasts following last year’s Brexit referendum, the UK economy is now losing momentum. GDP growth in first quarter was just 0.2%, and 0.3% in second…

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Short and Sharp: Resist the temptation to trade geopolitical risk



Last week’s escalating tensions surrounding North Korea immediately affected markets. Global equities fell almost 2%, bond yields fell, credit spreads widened meaningfully, and the U.S. dollar and gold strengthened as investors went into flight-to-quality mode. The VIX, a measure of the expected…

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