37 min
Peak Recovery What Goes Up
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- Investing
Seema Shah, chief strategist at Principal Global Investors in London, discusses the state of the global economy and why the equity rally seems to have hit the snooze button. The U.S. has reached “peak recovery” following the pandemic, she says, yet fundamentals remain strong so cyclical and financial stocks should continue doing well.
Mentioned in this podcast:
RETHINK THE 40 IN YOUR 60-40 PORTFOLIO
Radioactive Rhino Horns Set to Add to Anti-Poaching Arsenal
See omnystudio.com/listener for privacy information.
Seema Shah, chief strategist at Principal Global Investors in London, discusses the state of the global economy and why the equity rally seems to have hit the snooze button. The U.S. has reached “peak recovery” following the pandemic, she says, yet fundamentals remain strong so cyclical and financial stocks should continue doing well.
Mentioned in this podcast:
RETHINK THE 40 IN YOUR 60-40 PORTFOLIO
Radioactive Rhino Horns Set to Add to Anti-Poaching Arsenal
See omnystudio.com/listener for privacy information.
37 min