Principal Global Investors foresees strong GDP growth in the US and Emerging Markets, and recommend US equities, high yield, and alternative assets.

by | 17 Jun 2021

Principal Global Investors’ view points to strong GDP growth in the US in 2021, and an improvement in emerging markets versus worse performance in Europe and Japan – due to the greater impact of the pandemic in both regions. In this scenario central banks and governments will continue to support the economy with stimulus, albeit to a lesser extent, and interest rates will remain stable. Risk appetite will also continue, although inflationary fears will increase volatility. Investors will be able to implement a wide range of strategies in a cyclical scenario such as the current one, with US and emerging equity being the recommended choice versus European equity; high yield and emerging debt versus sovereign debt in developed countries; and return-enhancing alternative investments versus risk-reducing ones.
 
Principal Global Asset Allocation Viewpoints written summary 2Q 2021 (1)

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