Insights

Research, opinions, and expertise from Principal Global Investors.

 

Cutting edge ESG technologies and materials for Real Estate title page thumbnail
18 May 2022
This paper covers the new, cutting edge methods and technologies for incorporating renewable energy into buildings, reducing energy and water use, lowering carbon emissions, and providing...
Listed Infrastructure title page thumbnail
16 May 2022
Listed infrastructure represents a unique opportunity to invest in a subset of public companies that have long track records of delivering positive financial and social outcomes while acting as...
Thumb: Inflation, rising rates, and market volatility: Navigating the perfect storm with real assets
11 May 2022
Inflation is the single biggest challenge that investors face today. The sudden and sustained jump in prices has inflicted a considerable shock to the economic system, sharply pushing up interest...
Why REITs, why Principal cover image
06 May 2022
In this paper we present the compelling reasons why investors' portfolios would benefit from an allocation to REITs, and explain why we believe today's market environment make it the right time to...
Thumb: Global Asset Allocation Viewpoints 2Q 2022
11 Apr 2022
For more than a decade, investors, consumers, and businesses have benefited from significant monetary tailwinds. Policy rates have been kept low by historical standards and even when the Fed did...
Thumb: Global Real Estate Securities Quarterly Update
08 Apr 2022
Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available. ...
High yield real estate debt: the importance of a flexible approach - first page thumbnail
06 Apr 2022
A flexible strategy allows for different execution, across different assets, at different times. This paper discusses why we believe flexibility is important to an investor's portfolio.
The advantages of allocating capital to Private Real Estate Debt - first page thumbnail
06 Apr 2022
This special bulletin will revisit the investment profile of Private Real Estate Debt and how an allocation to this space can augment an investor’s portfolio over the next five to ten years.
Capitalizing on an inefficient market thumbnail image
31 Mar 2022
This white paper focuses on why investors should go active for their REIT allocation in their portfolio. This paper explains where opportunities arise in inefficient markets, why "active management...
Development offers outsized opportunities in the U.S. housing market cover image
30 Mar 2022
The U.S. housing market is poised for a substantial uptick in demand as the demographic shape of society intersects with COVID-19 induced shifts. Markets with lower costs of living, higher educated...
Post liftoff investing: Adapting to a hawkish Fed cover image
21 Mar 2022
For more than a decade, investors have enjoyed supportive financial conditions. The Federal Reserve (Fed) has provided clear forward guidance, their balance sheet has expanded, and interest rates...
'En-flation': The heightened risk of inflation in increasingly environmentally conscious economies cover image
15 Mar 2022
As surging inflation data continues to hit the headlines, a lot of ink has been spilled about the contribution of "greenflation"—the extent to which energy transition efforts have created a chain...
A compelling entry point for MBS title page thumbnail
13 Jun 2022
Mortgage-backed securities (MBS) opened 2022 with drawdowns not seen in 40 years and high volatility that tracked the MOVE Index, a measure of uncertainty in the bond market. However, an analysis...
Core private real estate fortifies defined contribution multi-asset portfolios title page thumbnail
08 Jun 2022
This short paper highlights the impact core private real estate can have in defined contribution (DC) target date portfolios and multi-asset inflation sensitive options for participants. The paper...
China’s stimulative policy actions: Turning the tide for investors title page thumbnail
01 Jun 2022
China's ongoing struggles with COVID-19 and the country's lackluster policy response have dismayed investors. In fact, by the end of April, MSCI China had dropped 18% since the start of 2022,...
Industrial real estate is a "DIGITAL" poster child title page thumbnail
31 May 2022
The era of hyper-globalization has ended and there is a need for new and varied industrial stock. Strong market fundamentals for warehouse space have translated into outsized investor demand. The...
31 May 2022
With the struggles from the Global Financial Crisis (GFC) still fresh in policymakers' minds, the 2020 COVID-19 recession was fought proactively, with every tool available. After trillions of...
DIGITAL Employment report Q1 2022 title page thumbnail
19 May 2022
Our DIGITAL employment report analyzes employment across the 48 U.S. markets which we track including DIGITAL markets (DIGITAL refers to key long-term growth drivers centered around demographics,...