Capital Markets: Shaping And Scaling The Future
Source: SeekingAlpha
2025-05-29 06:50:00 ET
Summary
- Seema Shah, Chief Global Strategist at Principal Asset Management, participated on a panel at this year’s Milken Institute Global Conference that tackled the transformation of global capital markets amid persistent inflation, geopolitical tensions, and tariff-driven uncertainty.
- Although an economic slowdown is likely, we still don’t anticipate a recession as corporate and household balance sheets look strong, and the last decade shows that policymakers are eager to step in at the first sign of trouble.
- Many investors are looking at Europe, suggesting that this could be the moment to create multinational giants or at least larger companies that might appeal to investors.
By Seema Shah, Chief Global Strategist ...
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Capital Markets: Shaping And Scaling The Future
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