The Investopedia Express with Caleb Silver
Seema Shah on How to Invest Through Policy Chaos
Mar 17, 2025
Seema Shah, Chief Global Strategist at Principal Asset Management, shares her insights on investing amidst ongoing tariff and policy challenges. She discusses the surprising outperformance of global markets compared to the US, driven by shifting economic conditions. Seema emphasizes the importance of diversification, especially within the tech sector, while highlighting risks of recession. She also addresses moral hazard in economic crises and the crucial role of compounding for long-term wealth growth. Tune in for expert strategies to navigate these unpredictable financial waters!
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Quick takeaways
- Investors must navigate significant uncertainty and focus on the resilience of the U.S. economy for potential earnings growth.
- Global markets are gaining traction, prompting a reevaluation of diversification strategies amidst excessive U.S. tech stock valuations.
Deep dives
Navigating Uncertainty in Investing
The current investing environment is characterized by significant uncertainty driven by rapid shifts in economic conditions, including rising inflation and changing global policies. Investors face the challenge of deciphering contrasting headlines that can emerge within short time frames, which complicates decision-making. Acknowledging the potential for greater economic headwinds than initially anticipated, strategists emphasize the importance of assessing the resilience of the U.S. economy. If a recession can be avoided, there may still be opportunities for solid earnings growth and market gains, albeit with the expectation of volatility.
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