International investing: What’s next for global markets? – Principal Asset Management – 9.21.26

Principal - upcoming webcast

Overview:
Title: International investing: What’s next for global markets?
Date: Monday, September 21, 2026
Time: 12:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

International markets are evolving as earnings growth, valuations, AI capex, and policy shifts reshape the investment landscape.

Join Seema Shah, Chief Global Strategist, Principal Asset Management and Brandon Lensmeyer, Client Portfolio Manager, Principal Equities, for an insightful discussion on the forces shaping international markets.

During this informational session, Seema and Brandon will discuss:

  • International equity market trends and developments
  • Key risks and opportunities for international equity investors for the remainder of 2026
  • Practical portfolio considerations for advisors seeking active international investment solutions

We hope that you can join us for this timely conversation, and encourage you to submit questions for our presenters in advance of the event.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Seema Shah Seema Shah Chief Global Strategist Principal Asset Management

Seema is Chief Global Strategist at Principal Asset Management. Based in London, she oversees global market strategy and advises investment staff across the firm, providing valuable insight and perspective on the economy and markets. She is responsible for the firm’s creation of global economic macro and secular event research, closely monitoring global central bank policy and political developments. Seema joined Principal in 2010, previously working as a strategist within Principal Global Fixed Income. Prior to Principal, Seema served as an economist at Capital Economics. She also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury.

Seema received a master’s degree and bachelor’s degree with honors in economics from the London School of Economics. Seema is a regular participant in conferences and forums speaking about global macro market issues. She is frequently quoted by the financial news media and appears regularly on CNBC and Bloomberg TV.
Brandon Lensmeyer Brandon Lensmeyer Client Portfolio Manager Principal Equities

Brandon Lensmeyer is a Client Portfolio Manager for the Principal Asset Management equity team. He is responsible for facilitating institutional client communications and providing analytical support to portfolio managers including coordinating trading and cash flow management, updating and rebalancing portfolios, conducting research projects, as well as supporting client reporting, portfolio updates and ad hoc requests. Brandon joined the firm in 2006. Prior to his current role, Brandon served as an investment operations analyst at Principal Global Investors. He received a bachelor’s degree in corporate finance/accounting from St. Ambrose University.
Investing involves risk, including possible loss of principal.

Asset allocation and diversification do not ensure a profit or protect against a loss.

Equity investments involve greater risk, including heightened volatility, than fixed income investments.

International and global investing involves greater risks such as currency fluctuations, political/social instability and differing accounting standards. These risks are magnified in emerging markets. Small- and mid-cap stocks may have additional risks including greater price volatility.

Principal Asset Management® is a trade name of Principal Global Investors, LLC.

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For financial professional use only | Not for public distribution.

MM15107 | 9/2026 | 5865407-122026