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.

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
Private credit: Opportunities amid market dislocation
Private credit faces headline-driven pressures, but market dislocation is creating new opportunities.
September 1, 2026
Jackson Hole 2026: Discipline, not decisions
Warsh's Jackson Hole speech reinforced policy flexibility and a firm inflation focus.
August 31, 2026