Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Principal Asset Management
-
-
US inflation creeps up by 0.4% for February amid rate cut anticipation
Industry commentators weigh in on US inflation figures
-
European Central Bank maintains rates amid inflation decline
Industry commentators weigh in on the decision to maintain rates and when cuts may begin
-
January’s US CPI surprise leaves May rate cut in doubt
3.1% headline figure came in 20bps above consensus expectations
-
All eyes on wage growth for 2024: Investors react to split vote and ‘hawkish tone’ from the Bank of England
Markets are still expecting the Bank to strike a more dovish tone in 2024