◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Short and Sharp: Central banks are not a risk… until they have to be



As we approach year-end, investor thoughts inevitably turn to the risks for next year. Our own internal discussions have identified the following risks: central bank tightening, tight valuations, and politics. While the third is certain to continue festering across many parts of the world, the last…

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Short and Sharp: European political risk is still alive



European political risk seems to once again be rearing its ugly head. Last week, Catalonia voted in favor of declaring independence from Spain, with an overwhelming 90% majority. Turnout was low at 43%; although, this was partially due to heavy-handed attempts by the Civil Guard to stop the…

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