Actionable perspectives to power portfolios

Insights

Discover timely analysis that reveals opportunities, highlights risks, and offers distinctive viewpoints.

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
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
Equities
Quick takes
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 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.
You are opting in to receiving promotional emails from Principal Financial Group. Your subscription will override any prior opt outs associated with your email address.
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 101 - 110 of 118
Real estate & private markets
Core and core-plus real estate: Enhancing diversification in institutional portfolios
As global economic growth is anticipated to stabilize and expand, commercial real estate is poised to recover following a difficult period of pricing correction but...
October 14, 2024
Real estate & private markets
European hotel sector: Sustainability is a competitive necessity
Given rising demand for sustainable hotels from the growing number of eco-conscious travelers and increasingly stringent sustainability requirements, successful investment will likely involve some type of sustainability-orientated value creation and implementation of sustainability-focused operational tactics.
October 4, 2024
Real estate & private markets Quick takes
REITs: On course for a recovery
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall.
September 27, 2024
Real estate & private markets
Attractive opportunities for diversification with private real estate credit
Historically, the best performing investment vintages have often followed periods of distress and volatility. However, in our view, the stage is now set for real estate credit to generate attractive income returns with favorable risk tailwinds.
September 23, 2024
Real estate & private markets
European Hotel Sector: Leveraging AI and other technologies to create value
Implementing AI and other technologies can be a very effective component of a value creation strategy in the European hotel sector but ...
September 18, 2024
Real estate & private markets
European hotel sector: Value opportunities in lifestyle luxury
The number of high net-worth individuals around the world has grown significantly, and post-pandemic, they’re eager to travel but...
September 18, 2024
Real estate & private markets Quick takes
Private real estate credit: Capitalizing on today’s market opportunities
Private real estate credit is currently an attractive investment opportunity due to reduced supply from traditional lenders and growing demand driven by a wave of loan maturities.
September 13, 2024
Real estate & private markets
Why it’s (still) a good time to invest in private real estate credit
We believe it’s a good time for debt. Given current market opportunities, private real estate credit looks particularly attractive today.
September 5, 2024
Real estate & private markets Quick takes
Data centers: Poised for a new wave of growth
AI's explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates.
August 16, 2024
Real estate & private markets
Commercial & multifamily mortgage loan (CML) investments
Why CML investments are a high-quality component of a fixed income asset allocation strategy.
July 20, 2024
Result type
Results 101 - 110 of 118
As global economic growth is anticipated to stabilize and expand, commercial real estate is poised to recover following a difficult period of pricing correction but...
October 14, 2024
Given rising demand for sustainable hotels from the growing number of eco-conscious travelers and increasingly stringent sustainability requirements, successful investment will likely involve some type of sustainability-orientated value creation and implementation of sustainability-focused operational tactics.
October 4, 2024
The onset of the Federal Reserve’s rate cutting cycle is expected to serve as a major catalyst for REITs, boosting valuations as discount rates fall.
September 27, 2024
Historically, the best performing investment vintages have often followed periods of distress and volatility. However, in our view, the stage is now set for real estate credit to generate attractive income returns with favorable risk tailwinds.
September 23, 2024
The number of high net-worth individuals around the world has grown significantly, and post-pandemic, they’re eager to travel but...
September 18, 2024
Implementing AI and other technologies can be a very effective component of a value creation strategy in the European hotel sector but ...
September 18, 2024
Private real estate credit is currently an attractive investment opportunity due to reduced supply from traditional lenders and growing demand driven by a wave of loan maturities.
September 13, 2024
We believe it’s a good time for debt. Given current market opportunities, private real estate credit looks particularly attractive today.
September 5, 2024
AI's explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates.
August 16, 2024
Why CML investments are a high-quality component of a fixed income asset allocation strategy.
July 20, 2024