How to navigate late-cycle markets: Key themes for investing in today’s environment – Principal Portfolio Strategies – 3.25.19

Summary:

Now On Demand.

Diversification is good – intentional risk management is better. Find out how the high-return, low-volatility paradigm of the past 10 years is shifting, and what to consider when investing in the current late-cycle environment. Join Todd Jablonski, CIO of Principal Portfolio Strategies, and Dan Coleman, CIO of Edge Asset Management, as they discuss the importance of late-cycle risk management and the move to large cap value.

Speakers:

Todd is the Chief Investment Officer for Principal Portfolio Strategies, an investment boutique within Principal Global Investors. Promoted to this role in 2018, he is responsible for investment management, product development, and risk management across the boutique. Todd serves as a Co-Portfolio Manager on our target risk asset allocation suite, our first active multi-asset high income ETF, and our Global Income strategy. He joined Principal in 2010 and has been in the investment industry since 1998. Previously, he was an Executive Director and Portfolio Manager for UBS, and a Vice President and Portfolio Manager for Credit Suisse. He received an MBA from New York University with a concentration in quantitative finance and a bachelor’s degree in economics from University of Virginia. Todd has earned the right to use the Chartered Financial Analyst designation.

Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors. He serves as a Portfolio Manager and is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to Head of Equities in 2005. He has been in the investment industry since 1979. Previously, Dan was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor’s degree in finance from the University of Washington.

Adrienne is a Product Specialist at Edge Asset Management, an investment boutique within Principal Global Investors. She joined Edge in 2015 and has been in the investment industry since 2007. Previously, she was a Portfolio Analyst at William Blair & Company. Adrienne received bachelor’s degrees in finance and economics from Susquehanna University. Adrienne has earned the right to use the Chartered Financial Analyst designation.