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
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 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.

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
September FOMC meeting: Beginning a new hiking cycle
Fed launches a new hiking cycle as stronger growth and persistent inflation drive policy higher.
September 17, 2026