Principal events

Actively invested in perspectives

Explore upcoming and recorded events.

Join our conversations with specialized experts and industry thought leaders—providing unique perspectives on macro events, trending themes, emerging investment strategies, and more.

Upcoming events

Speakers Rich Hill and Erin Kerr

Inside Real Estate 2026 outlook

Our commercial real estate outlook highlights the themes and investment implications for the year ahead.

Speaker Seema Shah

1Q 2026 Global Market Perspectives

Our quarterly investment outlook highlights the themes and investment implications for the period ahead.

Catch up on past events

Speakers Todd Everett , Michael Goosay , Todd Jablonski, CFA , George Maris, CFA and Seema Shah

2026 Principal Perspectives

As investors look toward 2026, questions around inflation, interest rates, and global economic uncertainty remain front and center. Our experts share what’s driving markets today—and their perspectives on what’s next.

Speaker Seema Shah

4Q 2025 Global Market Perspectives

Explore themes most likely to play a part in shaping portfolios during 4Q25.

Speakers Todd Kellenberger, CFA and Emily Foshag, CFA

Today’s opportunities in listed real assets: A strategic portfolio approach

The current market environment offers real estate investment trust (REIT) and infrastructure investors attractive opportunities to consider.

Recent insights

December ECB meeting: Still in “a good place,” with a focus on optionality

ECB holds rates in December; growth outlook brightens, but policy remains cautious amid rising uncertainty.

November CPI report: Cooling inflation gives the Fed doves the upper hand

November CPI surprise boosts Fed doves, with cooling inflation raising odds of early 2025 rate cuts.

The AI boom: Bubble risk or durable cycle?

AI’s boom echoes past bubbles—but are fundamentals strong enough to support the surge?

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