Innovation, volatility, and structural change define the road ahead. Our global investment leaders share where they see risk and opportunity in a complex 2026.
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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.
Principal Well-Being Index: AI’s effect on staffing
AI adoption isn’t shrinking jobs—survey finds businesses see growth, not cuts, from new tech.
By
Christian Floro, CFA, CMT
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Principal Well-Being Index: AI’s effect on staffing
2 min
AI adoption isn’t shrinking jobs—survey finds businesses see growth, not cuts, from new tech.
By
Christian Floro, CFA, CMT
September jobs report: Finally, some data
2 min
Strong September jobs data eases labor market fears, but policy uncertainty still looms large.
By
Seema Shah, Christian Floro, CFA, CMT, and Magdalena Ocampo
Examining the OBBBA’s short-term stimulus
2 min
A look at how the OBBBA’s short-term stimulus may impact consumers, corporates, and markets.
By
Christian Floro, CFA, CMT