◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

What Do Investors Think About the Cult of Equity?



Remission or revival? That’s the most frequently asked question about the spectacular rise of equities, after their free fall in the 2008-2009 global financial crisis. Yet, it’s really not so much about the timing of the current market cycle but the future of equities as an asset class. In…

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May Jobs Report – Strong Job Growth



The May jobs report came out on Friday, June 5, 2015. The report showed strong job growth, adding 280,000 jobs in May. The unemployment rate ticked up to 5.5% because the labor force participation rate increased, so the increase in unemployment was for the right reason. Here are my thoughts on the…

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