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

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:<a href="https://www.bloomberg.com/features/2021-how-to/?sref=jaGkMhDb#rethink-your-portfolio">RETHINK THE 40 IN YOUR 60-40 PORTFOLIO</a><a href="https://www.bloomberg.com/news/articles/2021-05-23/radioactive-rhino-horns-set-to-add-to-anti-poaching-arsenal?sref=jaGkMhDb">Radioactive Rhino Horns Set to Add to Anti-Poaching Arsenal</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Peak Recovery

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/93112c5f-51a0-407e-8679-ae3c002abb25/transcript

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