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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.

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
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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
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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 1 - 10 of 466
Asset allocation
Retirement ready: The power of target date funds
Target Date Funds simplify retirement investing with automatic risk management, professional oversight, and diversification.
Yesterday
Macro views
U.S. midterm elections: Political shift, but limited market regime change
Yesterday
Asset allocation
Abandonment risk and its impact on retirement savings
Understanding and mitigating abandonment risk is essential for reaching retirement goals.
Yesterday
Macro views
October FOMC meeting: See you in December
The Fed held rates at 3.75%–4.00% in October, but a tightening bias points to a December rate hike.
October 30, 2026
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
Macro views
October ECB meeting: A measured approach to policy remains appropriate
The European Central Bank (ECB) kept policy rates steady at its October meeting, as expected.
October 29, 2026
Macro views
The next phase of AI: Why selectivity matters
As AI matures, selectivity may become more important than broad exposure.
October 28, 2026
Macro views
Finding opportunities amid higher rates, AI disruption, and market concentration
Elevated rates, policy uncertainty, and AI-driven concentration are reshaping how investors assess risk. At a recent New York roundtable, investment professionals from Principal Asset Management gathered to discuss the macro environment and financial markets.
October 27, 2026
Equities Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Macro views
The AI trade: A race between adoption and expectations
AI's next phase will test whether adoption can justify valuations.
October 22, 2026
Result type
Results 1 - 10 of 466
Target Date Funds simplify retirement investing with automatic risk management, professional oversight, and diversification.
Yesterday
Yesterday
Understanding and mitigating abandonment risk is essential for reaching retirement goals.
Yesterday
The Fed held rates at 3.75%–4.00% in October, but a tightening bias points to a December rate hike.
October 30, 2026
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026
The European Central Bank (ECB) kept policy rates steady at its October meeting, as expected.
October 29, 2026
As AI matures, selectivity may become more important than broad exposure.
October 28, 2026
Elevated rates, policy uncertainty, and AI-driven concentration are reshaping how investors assess risk. At a recent New York roundtable, investment professionals from Principal Asset Management gathered to discuss the macro environment and financial markets.
October 27, 2026
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
AI's next phase will test whether adoption can justify valuations.
October 22, 2026