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
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.

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 jobs report: Labor market steadies, inflation takes center stage
August payrolls surprised to the upside, reinforcing labor resilience as focus shifts to inflation.
September 5, 2026
Quick takes
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
Relationship capital as a competitive edge in private credit markets
In an increasingly crowded direct lending market, relationship capital remains a powerful differentiator, influencing transaction access, execution certainty, and long-term investment outcomes.
September 3, 2026