◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

Medical Care Inflation Fact and Fiction



Healthcare costs are a key issue for Americans. Mylan’s CEO Heather Bresch recently faced some tough questions from Congress over the increase in price of the Epipen — a drug used to treat severe allergic reactions — from the reasonable $100 in 2007 to the absurd $600 plus today. Former drug…

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Views from the CIO: Equity strategy after elections: There’s a new Sheriff in town!



Trump’s win caught the equity market by surprise. Trump was supposed to be “the Risk-Off” candidate by most equity strategists’ expectations but the U.S. equity markets have been on a tear in the first couple of days of his surprise win. What changed? Republican sweep, Republicans retaining…

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