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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
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
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Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
Sign up to receive our unique perspectives and timely investment ideas.
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Market insights
Macro views
4Q 2026 Global Market Perspectives
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
October 7, 2026
Fixed income
4Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
October 12, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
Macro views
4Q 2026 Global Market Perspectives
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
October 7, 2026
Fixed income
4Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
October 12, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
Explore recent insights
Articles Events & replays
Theme
Publications
Author
Results 131 - 140 of 230
Macro views
May jobs report: Not yet coming apart at the seams
Payrolls increased by 139,000 in May, and the labor market is not yet showing signs of a significant decline.
June 9, 2025
Macro views Quick takes
Who benefits in a trade war?
Tariffs persist post-truce, reshaping equity risks and sector dynamics amid trade policy uncertainty.
June 6, 2025
Macro views
June ECB meeting: In a good place to assess the risks
The ECB cut rates for the seventh consecutive time at its June meeting, and is in a good position to face the uncertainties ahead.
June 5, 2025
Macro views
Mid-year Perspectives 2025: Cutting through the noise
Amid market noise, key trends emerge: policy risk, growth headwinds, and strategic opportunities.
June 4, 2025
Macro views Quick takes
Impact of federal employment cuts on the labor market
The Administration’s efforts to cut federal workers may raise unemployment later this year. 
May 30, 2025
Macro views
Capital markets: Shaping and scaling the future
Seema Shah, Chief Global Strategist at Principal AM, joined a panel on global markets amid inflation and uncertainty. 
May 28, 2025
Macro views Quick takes
Principal Well-Being Index: Small businesses are holding onto their staff
Despite low confidence, small firms plan to retain staff—easing fears of rising unemployment.
May 23, 2025
Macro views Quick takes
Trade truce: What it means for the outlook
Tariff truce offers near-term relief, but uncertainty around trade policy still clouds the outlook.
May 16, 2025
Macro views
Bridging the divide: The private market paradox, global credit dynamics, and the path to economic clarity
At this year’s Milken Institute Global Conference, Principal Asset Management’s CEO, Kamal Bhatia, joined a panel of global leaders to explore where markets are headed—and what investors should watch most closely. In a candid and forward-looking conversation, Bhatia addressed rising macro uncertainty, the growing relevance of private markets in retirement portfolios, and why credit conditions abroad may offer a glimpse into tomorrow’s investment realities.
May 15, 2025
Macro views
April CPI report: Good news, but old news
April CPI cools to 2.3%, but shifting trade policy clouds the inflation outlook ahead
May 14, 2025
Result type
Results 131 - 140 of 230
Payrolls increased by 139,000 in May, and the labor market is not yet showing signs of a significant decline.
June 9, 2025
Tariffs persist post-truce, reshaping equity risks and sector dynamics amid trade policy uncertainty.
June 6, 2025
The ECB cut rates for the seventh consecutive time at its June meeting, and is in a good position to face the uncertainties ahead.
June 5, 2025
Amid market noise, key trends emerge: policy risk, growth headwinds, and strategic opportunities.
June 4, 2025
The Administration’s efforts to cut federal workers may raise unemployment later this year. 
May 30, 2025
Seema Shah, Chief Global Strategist at Principal AM, joined a panel on global markets amid inflation and uncertainty. 
May 28, 2025
Despite low confidence, small firms plan to retain staff—easing fears of rising unemployment.
May 23, 2025
Tariff truce offers near-term relief, but uncertainty around trade policy still clouds the outlook.
May 16, 2025
At this year’s Milken Institute Global Conference, Principal Asset Management’s CEO, Kamal Bhatia, joined a panel of global leaders to explore where markets are headed—and what investors should watch most closely. In a candid and forward-looking conversation, Bhatia addressed rising macro uncertainty, the growing relevance of private markets in retirement portfolios, and why credit conditions abroad may offer a glimpse into tomorrow’s investment realities.
May 15, 2025
April CPI cools to 2.3%, but shifting trade policy clouds the inflation outlook ahead
May 14, 2025