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
October 16, 2026
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
October 16, 2026
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 411 - 420 of 457
Macro views Quick takes
U.S. election: Policy and positioning
Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors, and policies, that will drive markets in the period ahead.
July 26, 2024
Macro views
Election 2024: Economics, policy and positioning for a soft landing
Stay informed with our in-depth election insights and trends analysis. Equipped with the information needed for strategic decision-making and impact analysis.
July 24, 2024
Macro views
Positioning for the 2024 U.S. Presidential Election
While political unknowns can overwhelm, investors should stay focused on their long-term goals and not be swayed by short-term political rhetoric.
July 24, 2024
Macro views
2024 U.S. election: The importance of staying invested
Maintaining an active, long-term approach is advisable even for those concerned about political outcomes in Washington D.C.
July 24, 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
Macro views Quick takes
U.S. equities: Broadening and grinding higher
A strong economic backdrop should support a broadening of the equity market rally in 2H 2024.
July 19, 2024
Macro views
July ECB meeting: Nothing to see here
Having delivered its first cut of the cycle last month, the European Central Bank (ECB) kept rates on hold today — as was widely expected.
July 18, 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
Macro views Quick takes
Easing inflation: A clear path to a September cut
The June CPI reading significantly increases the likelihood of a Federal Reserve rate cut in September.
July 12, 2024
Macro views
June CPI report: Easing inflation paves a clear path to a September cut
The June CPI reading puts the Federal Reserve on the path for a September rate cut.
July 11, 2024
Result type
Results 411 - 420 of 457
Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors, and policies, that will drive markets in the period ahead.
July 26, 2024
While political unknowns can overwhelm, investors should stay focused on their long-term goals and not be swayed by short-term political rhetoric.
July 24, 2024
Maintaining an active, long-term approach is advisable even for those concerned about political outcomes in Washington D.C.
July 24, 2024
Stay informed with our in-depth election insights and trends analysis. Equipped with the information needed for strategic decision-making and impact analysis.
July 24, 2024
Why CML investments are a high-quality component of a fixed income asset allocation strategy.
July 20, 2024
A strong economic backdrop should support a broadening of the equity market rally in 2H 2024.
July 19, 2024
Having delivered its first cut of the cycle last month, the European Central Bank (ECB) kept rates on hold today — as was widely expected.
July 18, 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
The June CPI reading significantly increases the likelihood of a Federal Reserve rate cut in September.
July 12, 2024
The June CPI reading puts the Federal Reserve on the path for a September rate cut.
July 11, 2024