Looking Through Tariffs, With Principal’s Shah: Macro Mat...

What this episode covers

Given inflation may be a feature of economy in the coming years, real estate and public infrastructure may be places for investors to consider, saysSeema Shah, chief global strategist for Principal Asset Management. On this Macro Matters edition of the FICC Focus podcast, Shah joins host and BI chief US rates strategistIra Jerseyto discuss investment ideas and regions in the midst of market volatility stemming from the tariff war.

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How long is this episode of FICC Focus?

This episode is 18 minutes long.

When was this FICC Focus episode published?

This episode was published on April 11, 2025.

What is this episode about?

Given inflation may be a feature of economy in the coming years, real estate and public infrastructure may be places for investors to consider, saysSeema Shah, chief global strategist for Principal Asset Management. On this Macro Matters edition of...

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