◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Short and Sharp – Europe’s time to shine

Readers, welcome to my new regular column, Short and Sharp. It will be fortnightly articles, focused on current market discussion topics, taking a strong point of view and without using a lot of ink – short and sharp. Investors have shunned European assets at their peril. European equity markets…

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Better than expected – April jobs report

This morning, the Department of Labor reported that the U.S. economy added 211,000 jobs in April, well ahead of expectations. The unemployment rate reached 4.4%, which was the low of the last business cycle. Sector gains were broad-based; the big job gainers were leisure and hospitality, and retail…

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