Interpreting the facts: Technology, populism, and the economy

Facts are facts—but interpretation and the pace of technology can skew the view. In this paper, Jim McCaughan discusses how technological progress is shifting society, and what it means for our lives and economies.

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We're excited to be a lead sponsor of the 2017 Milken Institute Global Conference. This event brings together some of the world's top experts to explore solutions to pressing challenges in financial markets — some of the very same challenges we are working to solve. The best part? We get to learn from the best of the best while sharing our own innovative ideas, investment expertise and real-life solutions that make financial progress possible.

2017 panel session highlights — Principal participants

Principal panelists and sessions

Jim McCaughan

Jim McCaughan

President, Global Asset Management and CEO, Principal Global Investors


White Swans, Grey Swans and Black Swans for the Global Economy

May 3, 10:00 - 11:00 a.m. PST

Global markets have been whipsawed over the last year as concerns about China, populist elections, Brexit, and uncertainty around future U.S. and EU policy have ebbed and flowed. This session will examine the white swans, grey swans, and black swans that could make waves in the global economy during the next year.

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Portfolio Harmony: Balancing Active and Passive (Invite only)

May 1, 5:00 – 6:00 p.m. PST

Active and passive investment management have a symbiotic relationship. Market volatility and the increasing complexities of a global economy create interdependent opportunities and challenges for the two edges of investment philosophy. Success comes from appropriately balancing the two. During this session, panelists will consider these questions: How are asset managers and institutional investors striking the right balance? And from abandoning traditional benchmarks to delivering customized asset allocations, how and where active and passive will fit in the portfolios of the future?

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Jerry Patterson

Jerry Patterson

Senior Vice President, Retirement and Income Solutions, Principal Financial Group


Getting from Financial Inclusion and Literacy to Financial Health

May 3, 10:00 - 11:00 a.m. PST

Nearly a quarter of the U.S. population is unbanked or underbanked. Consumers are often presented with a range of financial products and services, but clear information and financial literacy are essential for them to make choices that will improve their financial health. This panel will discuss what financial service providers can do to bring more people into the system and empower them to make informed decisions.

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Seema Shah

Seema Shah

Global Investment Strategist, Principal Global Investors


Monetary Policy: What's Left in the Toolbox?

May 1, 3:45 - 4:45 p.m. PST

This session will examine the ongoing monetary policy experiment and the tools that remain available for future interventions. Participants will compare international efforts to create credit and discuss the circumstances around their success or failure.

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Technology and retirement: Shifting opportunities

Technology has made it possible for us to live better, longer, more meaningful lives. At the same time, technology has had a subtle pernicious effect on long-term savers. Learn how investors will need to grapple with those effects. In the end, this is a story about opportunity.

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