Global Market Perspectives 4Q 2026
Stubbornly intact

Our Quarterly investment outlook highlights the theme and investment implications for the period ahead.

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
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 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.

Finding opportunities amid higher rates, AI disruption, and market concentration
Elevated rates, policy uncertainty, and AI-driven concentration are reshaping how investors assess risk. At a recent New York roundtable, investment professionals from Principal Asset Management gathered to discuss the macro environment and financial markets.
October 27, 2026
The next phase of AI: Why selectivity matters
As AI matures, selectivity may become more important than broad exposure.
October 23, 2026
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026