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
Principal Well-Being Index: More AI optimism amid existing labor pressures
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.

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
Principal Well-Being Index: More AI optimism amid existing labor pressures
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.
August 21, 2026
U.S. CRE Cycle Monitor: 2Q26 – Recovery Intact
We believe that the commercial real estate recovery remains intact and continues to advance.
August 21, 2026
Asian real estate securities - A market in transition
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Discover where the biggest opportunities in Asian real estate may emerge as higher interest rates reward disciplined management, governance, and active stock selection. Read our full perspective.
August 17, 2026