Todd Jablonski, CFA | Source | Global Head - Multi-Asset Investing at Principal Asset Management
Todd Jablonski, CFA
Todd is the Global Head of Multi-Asset Investing at Principal Asset Management. He is responsible for the business, research, and investment management. Todd 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 and analytics.
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I think financials as an equity sector fall into that risk-on category that we've been shifting away from tactically as we begin to see the US economy slow down. Really, I think equity investors have been overoptimistic for quite a period of time. You've had a base case, I think, baked into investor expectations that you might see some Fed easing maybe towards the back half of this year and maybe into 2024. And I think that hope took equity investors into misguided places.
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Fed needs to be focused 'around price stability over financial stability': Strategist
Principal Global Asset Allocation CIO Todd Jablonski discusses the decline in shares of regional banks amid fears that the worst of the banking crisis is not over and details how the upcoming Fed meeting will impact investors.
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Principal Asset Management
Global Head - Multi-Asset Investing