Principal Asset Management Sponsor Spotlight

The video features a discussion between Bloomberg's Head of FX, Commodities, and Economics Product and Seema Shah, Chief Global Strategist of Principal Asset Management. They explore investment trends, macroeconomic challenges, and the shift from easy monetary policy to a more volatile environment. The conversation highlights the importance of diversification, active management, and identifying global opportunities, particularly in emerging markets. The discussion also touches on potential risks, such as a US recession and banking crisis, and emphasizes the need for a global investment perspective.

How does the current valuation of Brazil compare to its historical valuations?

What is the significance of the shift from synchronization to desynchronization in global markets?

What opportunities exist for asset managers in emerging markets?