About

What should investors expect from markets and the economy in the second quarter and beyond? Hear our perspectives including key investment themes and asset allocation preferences.



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Presenters
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Seema Shah
Chief Global Strategist, Principal Asset Management
Seema Shah is Managing Director, Chief Strategist at Principal Asset Management®. Based in London, she oversees global market strategy and advises investment staff across the firm in making economically sound asset allocation calls. She is responsible for the creation of global economic macro and secular event research, closely monitoring global central bank policy and political developments. 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. Seema joined the firm in 2010, previously working as a strategist within Principal Fixed Income. Prior to joining Principal, Seema served as an economist at Capital Economics where she focused on macroeconomic analysis of the UK and the European economies. She also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury & Inland Revenue Service. Seema received a master's degree and bachelor's degree with honors in economics from the London School of Economics.
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Todd Jablonski, CFA
Chief Investment Officer & Head of Asset Allocation, Principal Asset Management
Todd Jablonski, CFA is the executive director - chief investment officer and head of multi-asset investment strategies and solutions for Principal Asset Management®. He is responsible for the business, research, and investment management of Principal Asset Allocation. Jablonski oversees specialized multi-asset investment strategies and solutions, including target date, dynamic risk, outcome-oriented solutions, and bespoke multi-asset investments on behalf of global clients. He leads portfolio management, product development, and research capabilities, which include macro insights, manager research, and investment risk & innovation. He also serves as a Portfolio Manager on U.S. dynamic risk asset allocation strategies. In addition, Jablonski is a member of Principal Asset Management’s Operating Committee. In this capacity, he contributes to the overall vision and management of Principal Asset Management, including strategic planning and execution. He also serves on the board of directors of AFP Cuprum S.A. in Santiago, Chile. Jablonski joined Principal® in 2010. Previously, he was an Executive Director and Portfolio Manager at UBS, and prior to that, a Vice President and Portfolio Manager at Credit Suisse. He has an MBA with concentration in quantitative finance from New York University, a bachelor’s degree in economics from the University of Virginia and has earned the right to use the Chartered Financial Analyst designation.
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MM13062-01 | 03/2023 | 2777481-032024