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.

Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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.
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 111 - 120 of 457
Fixed income
2Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
April 13, 2026
Macro views Quick takes
Oil prices threaten the tax tailwind
A tax-driven boost to consumers risks fading as oil prices erode household gains.
April 10, 2026
Macro views
Global Market Perspectives, 2Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
April 8, 2026
Macro views
March jobs report: Whipsawing month to month
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Macro views Quick takes
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
Equities
Tech’s resilience amid geopolitical tension masks growing supply‑chain fragilities
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
Macro views
The cost of uncertainty for SMBs
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026
Real estate & private markets
Consensus Indicators signal a K-shaped recovery in both Europe and the U.S.
InREV data signals moderating sentiment and rising dispersion across real estate markets.
March 25, 2026
Macro views
Middle East conflict: Central bank forecast changes
Middle East tensions lift inflation risks, reshaping our central bank outlooks and markets.
March 23, 2026
Macro views Quick takes
What the oil surge means for the Fed’s path forward
Oil above $100 adds inflation risk, complicating the Fed’s path and rate cut outlook.
March 20, 2026
Result type
Results 111 - 120 of 457
Themes, outlook, and investment implications across global fixed income markets.
April 13, 2026
A tax-driven boost to consumers risks fading as oil prices erode household gains.
April 10, 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
April 8, 2026
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026
InREV data signals moderating sentiment and rising dispersion across real estate markets.
March 25, 2026
Middle East tensions lift inflation risks, reshaping our central bank outlooks and markets.
March 23, 2026
Oil above $100 adds inflation risk, complicating the Fed’s path and rate cut outlook.
March 20, 2026