By Seema SHAH, Chief Global Strategist at Principal Global Investors
With a new year comes a new set of challenges for investors. We’re likely “past the peak” of global growth, central banks are pulling back stimulus, and for the first time in nearly three decades, portfolios must contend with inflationary pressures caused by supply shortages. But 2022 isn’t all doom and gloom for investors. Opportunities do exist, particularly for companies that can lean on resilient consumer spending, strong corporate balance sheets, and gradually improving global supply dynamics.
Navigating this investment environment will likely require a much more discerning approach from investors. Several critical questions can help guide investors as they consider...
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