What should investors expect from markets and the economy in the fourth quarter and beyond? Listen as Seema Shah, Chief Global Strategist and Todd Jablonski, Global Head of Multi-Asset Investing share their perspectives, including key investment themes and asset allocation preferences.

Seema Shah
Chief Global Strategist, Principal Asset Management
Seema is Managing Director - Chief Global 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’s 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’s 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.
Todd Jablonski, CFA
Global Head of Multi-Asset Investing, Principal Asset Management
Todd is the Executive Director – Global Head of Multi-Asset Investing for Principal Asset Management®. He’s responsible for the business, research, and investment management of Principal asset allocation, including multi-asset investment capabilities and supporting research augmented by indexed portfolio management. Todd oversees specialized multi-asset, multi-strategy investment capabilities globally, including target date, dynamic risk, outcome-oriented solutions, and bespoke multi-asset investments. He leads portfolio management, product development, and research capabilities, including 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, he’s a member of the Global Investment Leadership Committee at Principal Asset Management. 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.

Todd joined Principal® in 2010. Previously, he was an Executive Director and Portfolio Manager at UBS, and prior, a Vice President and Portfolio Manager at Credit Suisse. Jablonski has an MBA with concentration in quantitative finance from New York University, a bachelor’s degree in economics from the University of Virginia, and earned the right to use the Chartered Financial Analyst designation.
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MM13062-03 | 09/2023 | 3102322-092024