
Looking Through Tariffs, With Principal’s Shah: Macro Matters
FICC Focus
00:00
Global Asset Allocation Trends and Regional Risks
This chapter examines current global asset allocation trends, with a focus on growth opportunities in Germany and Asia. It also discusses the effects of tariffs on investment strategies and the economic risks posed by China's stimulus measures.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.