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 51 - 60 of 118
Real estate & private markets
CRE vs. housing prices: A normalizing disconnect
CRE returns outpace housing for first time since 2022, signaling a shift in market momentum.
December 4, 2025
Real estate & private markets
REIT market perspectives December 2025
REITs add targeted real estate exposure that complements traditional equity and fixed-income allocations. Their unique characteristics help strengthen portfolios in shifting market environments.
November 24, 2025
Real estate & private markets
Selectivity drives outperformance in Europe
Selectivity and strategy are driving Europe’s real estate outperformance in 2025.
November 21, 2025
Real estate & private markets
From alternative to essential: The expanding role of private market investing
Private markets shift from alternative to essential in portfolios amid structural and secular change.
November 18, 2025
Real estate & private markets
Lifting the veil on headline CRE returns: A market ripe for alpha
CRE recovery deepens, but unevenly—revealing opportunities for alpha through selectivity.
November 17, 2025
Real estate & private markets
CRE lending index at fifth-highest level ever
CRE lending rebounds as liquidity returns; originations up 47% YTD with broad-based lender support.
November 11, 2025
Real estate & private markets
CRE loan demand turns positive for the first time since 2022
CRE lending stabilizes as demand turns positive for first time since 1Q22, signaling potential rebound.
November 4, 2025
Real estate & private markets
Europe CRE deal volume down in 3Q, but green shoots emerge
After a slow quarter, Europe’s real estate market is showing green shoots of recovery.
October 31, 2025
Real estate & private markets
America’s housing opportunity: Beyond the supply gap
Highlights critical trends in the U.S. housing market that present compelling investment opportunities.
October 29, 2025
Real estate & private markets Quick takes
CRE credit distress: More cycle than crisis
CRE credit stress is rising, but data points to a typical cycle—not a breakdown in the market.
October 24, 2025
Result type
Results 51 - 60 of 118
CRE sentiment is rising globally, but dispersion is widening—making selectivity key in 2026.
December 4, 2025
REITs add targeted real estate exposure that complements traditional equity and fixed-income allocations. Their unique characteristics help strengthen portfolios in shifting market environments.
November 24, 2025
Selectivity and strategy are driving Europe’s real estate outperformance in 2025.
November 21, 2025
Private markets shift from alternative to essential in portfolios amid structural and secular change.
November 18, 2025
CRE recovery deepens, but unevenly—revealing opportunities for alpha through selectivity.
November 17, 2025
CRE lending rebounds as liquidity returns; originations up 47% YTD with broad-based lender support.
November 11, 2025
CRE lending stabilizes as demand turns positive for first time since 1Q22, signaling potential rebound.
November 4, 2025
After a slow quarter, Europe’s real estate market is showing green shoots of recovery.
October 31, 2025
Highlights critical trends in the U.S. housing market that present compelling investment opportunities.
October 29, 2025
CRE credit stress is rising, but data points to a typical cycle—not a breakdown in the market.
October 24, 2025