"It's a slowdown, but it's not the economy falling apart."

For this week's episode, we were joined by Principal Asset Management's Global Chief Strategist, Seema Shah, who shared her thoughts on the recent market dynamics and the forces behind them, before challenging the notion of a "no landing" scenario. Speaking with Square Mile's Jake Moeller, Seema discusses the regions which excite her at the moment, as well as why, despite the consensus of moving into a higher inflationary environment, the growth in AI actually suggests a different story.

Listen to the Behind the Screens on your favourite platform here, or listen below.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:05 - How have things turned out given your expectations at the start of the year?

• 02:35 - Do you think things are going to be as bad as the headlines say?

• 05:30 - How does this translate into markets as we move towards the end of the year and into 2024?

• 07:35 - Are there other regions which offer exciting opportunities?

• 10:00 - What keeps you up at night?

• 11:00 - An interesting statistic from the week

• 13:10 - Where do you see the future opportunities over the long term?

This was recorded on Thursday 5th October 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.