2017 Outlooks from Principal Global Investors' Investment Boutiques
Welcome to our 2017 Outlook page. Here you will find global and asset-class-specific outlooks for the upcoming year, featuring insights from experts across our investment boutiques.
The global political shocks in 2016 have supplied fertile terrain for tactical macro investing in 2017. From Trump, to the U.S. dollar, to potential parity between currencies, down to the complex bottom in commodities – read our outlook to understand the forces we believe will drive macro investing in 2017.
Indraneel Karlekar, Ph.D., managing director of global research & strategy for Principal Real Estate Investors, provides insight into our real estate fundamentals as we look further into 2017.
EDGE's Global Asset Allocation team approaches 2017 with moderate expectations for risk asset returns and a limited risk appetite. Read the full outlook for details on investment themes, portfolio positioning, and more.
Phil Jacoby, chief investment officer of Spectrum Asset Management, outlines what investors can expect for preferred securities in 2017, as well as the roles he thinks the Federal Reserve, Trump, and China will play as we move forward.
Looking ahead in 2017, we have a positive outlook for equities, but with a few caveats. Our positive outlook is based on Trump’s pro-growth agenda, earnings growth, and Growth at a reasonable price (GARP) style investing. That being said, investors should also consider the following caveats: don’t expect much for rerating, expect heavy penalties for short-term disappointments, and expect volatility. Mustafa Sagun, chief investment officer of Principal Global Equities, goes into more detail on these expectations for 2017 in this latest blog post.
2016 was characterized by unexpected change, exemplified by the outcomes of the Brexit vote and the U.S. presidential election. And as we look ahead, 2017 will be another year of change. To hear what fixed income investors can expect – watch the latest video from Mark Cernicky, senior product specialist for Principal Global Fixed Income.
As investors begin to navigate a new political, economic, and fiscal reality, many are wondering what to expect. To hear where our team thinks the opportunities lie for investors looking for long-term investment in a historically safe and stable asset class – watch the latest video from our municipal bond team.
Are you curious about what’s in store for municipal bonds? We are too. Which is why we sat down with municipal bonds portfolio manager James Welch to talk trends, issuance, taxes, and Trump. Read this 2017 municipal bonds outlook to find out where our team thinks the opportunities lie as investors get ready to welcome a new year.
What's in store for commercial real estate in 2017? Indraneel Karlekar, Ph.D., managing director of global research & strategy for Principal Real Estate Investors, gives a quick recap of what commercial real estate investors can expect in the upcoming year.
More than seven years after the global financial crisis ended, it is a good time to take stock of the U.S. economy and its prospects as we look forward to 2017 and beyond. Our annual real estate outlook covers: taking stock in a time of change, the economic outlook and what it means for capital markets, space market fundamentals, and four quadrant strategy recommendations.
Our latest infographic identifies 10 trends we expect to impact the global economy in 2017. It accompanies the full global outlook below, written by Bob Baur, chief global economist.
In this three minute video, our chief global economist, Bob Baur, shares his outlook for global economies in 2017. We expect faster global growth, higher stock prices, and mildly higher interest rates.
This global outlook for 2017 examines the United States, greater Europe, China, Asia, and emerging markets. Bob Baur, chief global economist for Principal Global Investors, sheds some light on monetary policy and interest rates, and investigates the global asset class implications of these views.