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Actionable insights
Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
2026 perspectives: A year of paradox
AI fuels growth and fragility in 2026—investors must balance risk and opportunity.
By
Seema Shah
Take advantage of our expertise.
Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.
Principal Well-Being Index: AI’s effect on staffing
2 min
AI adoption isn’t shrinking jobs—survey finds businesses see growth, not cuts, from new tech.
By
Christian Floro, CFA, CMT
September jobs report: Finally, some data
2 min
Strong September jobs data eases labor market fears, but policy uncertainty still looms large.
By
Seema Shah, Christian Floro, CFA, CMT, and Magdalena Ocampo
Examining the OBBBA’s short-term stimulus
2 min
A look at how the OBBBA’s short-term stimulus may impact consumers, corporates, and markets.
By
Christian Floro, CFA, CMT