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Principal Global Investors' Chief Strategist Discusses AI Capital Expenditure Cycle

Oct 9, 2026
AI Summary

Seema Shah, Chief Global Strategist at Principal Global Investors, addressed the AI capital expenditure cycle and its effects on investor sentiment. Her comments were made during the Milken Institute Asia Summit in Singapore.

  • Seema Shah is the Chief Global Strategist at Principal Global Investors.
  • She discussed the AI capital expenditure cycle and its implications for investor sentiment.
  • The remarks were made at the Milken Institute Asia Summit held in Singapore.
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