3Q Equity Perspectives

Introducing Equity Perspectives, a new quarterly series from Principal Equities that provides our latest views on sector trends, opportunities, and risks across equity markets.

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.
Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026

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.
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.

Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Positioning portfolios for higher long-term interest rates
Explores how real estate credit may help position portfolios for a prolonged period of higher long-term interest rates.
September 18, 2026
Time for an active core
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The recent reconstitution of the Russell indices has brought the large-cap allocation decision into sharper focus.
September 10, 2026