◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

The search for quality in 2018



Entering 2018, we believe a key theme will be investors’ search for quality …in assets and in strategies. For the past decade, a combination of monetary stimulus and slower global growth has depleted the pool of, but not the demand for, high quality assets.  Despite the low and even negative…

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Real estate investors searching for clarity in a time of change



It’s been nearly six months since Donald J. Trump took the oath of President of the United States and global investors and capital markets continue to seek clarity on a broad range of policy issues including tax reform, infrastructure spending, immigration, and government spending. Thus far,…

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