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.
Fixed income
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.

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.

August CPI: Clears the path for a September hike
Hotter core inflation and rising energy prices strengthen the case for a September Fed hike.
September 12, 2026
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
September ECB meeting: A unanimous hawkish tilt
A unanimous ECB hike and higher inflation forecasts point to a more hawkish policy outlook.
September 11, 2026