Looking Through Tariffs, With Principal’s Shah: Macro Matters

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Looking Through Tariffs, With Principal’s Shah: Macro Matters" was published on April 11, 2025 and runs 18 minutes.

April 11, 2025 ·18m · FICC Focus

Summary

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.

Episode Description