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.
Equities
Why banks could be the next AI beneficiaries
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.

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.

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
Viewpoint: For European investors, public versus private markets is the wrong question
Why European investors should focus on portfolio interactions, not public vs. private markets
August 18, 2026
The global layers of the AI investment cycle
AI's global buildout extends beyond U.S. hyperscalers into chips, power, and resources.
August 14, 2026