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.

Macro views
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
Macro views
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 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
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 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
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 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 114
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
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 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
Real estate & private markets
The industrial sector remains the foundation of the global economy
The industrial and warehouse sectors have been among the most sought-after by real estate investors since the U.S. economy recovered from the Global Financial Crisis (GFC).
July 18, 2024
Real estate & private markets
European Hotel Sector: Choosing the optimal operating structure and partner
A hotel’s operating structure and operating partner can help manage risk and look for return opportunities.
April 11, 2024
Real estate & private markets
European Hotel Sector: Creating value through transformation
Rising demand and new types of demand, are driving opportunities to acquire a hotel property at a discount, then transform it to better meet demand—boosting profitability as a result.
April 8, 2024
Real estate & private markets
AI is transforming the data center
AI has ushered in a new era in data center design and operation. The evolution, while challenging, presents an opportunity for innovation and growth in the data center industry.
February 7, 2024
Result type
Results 101 - 110 of 114
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
The industrial and warehouse sectors have been among the most sought-after by real estate investors since the U.S. economy recovered from the Global Financial Crisis (GFC).
July 18, 2024
A hotel’s operating structure and operating partner can help manage risk and look for return opportunities.
April 11, 2024
Rising demand and new types of demand, are driving opportunities to acquire a hotel property at a discount, then transform it to better meet demand—boosting profitability as a result.
April 8, 2024
AI has ushered in a new era in data center design and operation. The evolution, while challenging, presents an opportunity for innovation and growth in the data center industry.
February 7, 2024