Insights

Research, opinions, and expertise from Principal Global Investors.

 

Thumb: REITs provide stable growth late in the cycle
05 Apr 2019
Todd Kellenberger shares his thoughts on the outlook for REITs late in the cycle. We believe investors should not only diversify their portfolios with a meaningful allocation to REITs, but also...
Thumb: Efficient Operations - Another Path to Sustainable Real Estate
03 Apr 2019
This Responsible Property Investing paper discusses why sustainability efforts will increasingly need to focus on existing properties, the people behind the scenes who make them run better, and the...
Thumb: Economic Insights - March 2019
01 Apr 2019
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Thumbnail of Strategic Relative Value - Q1 2019
01 Apr 2019
A quarterly look at how macro events are driving relative value around the globe. ...
Thumb: The U.S. Yield Curve inverted, now what?
26 Mar 2019
On March 22, 2019, the U.S. yield curve briefly inverted, with the difference between the three-month and 10-year yields turning negative for the first time since August 2007. Read this update to...
Thumb: Economic Insights - March 18 - 22, 2019
25 Mar 2019
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Thumb: Managing sustainability throughout a property's life cycle
25 Mar 2019
Many leading real estate management professionals are implementing comprehensive sustainability strategies that permeate a property's life cycle, including the acquisition process, new...
Thumb: Economic Insights - March 11 - 15, 2019
18 Mar 2019
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Why REITs, why now?
13 Mar 2019
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...
Thumb: Economic Insights - March 4 - 8, 2019
11 Mar 2019
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Thumb: Economic Insights - February 2019
04 Mar 2019
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Principal Global Perspectives
27 Feb 2019
Technological progress and rising interest rates are a potent mix, potentially creating a class of companies whose business models are no longer sustainable. These companies shuffle along like...
Thumb: Economic Insights - April 15 - 19, 2019
22 Apr 2019
Our Chief Global Economist Bob Baur has the lowdown on the slowdown in this week's economic outlook. Current data suggest that the economies of China and the United States, the two main engines...
Thumb: Investment Insights - April 2019
22 Apr 2019
Principal Portfolio Strategies is the asset allocation boutique of Principal Global Investors. These monthly investment notes detail their latest thinking on markets and their views on the future...
Thumb: Economic Insights - April 8 - 12, 2019
15 Apr 2019
The fed signals it'll be on hold for a while, but some bet its next move will be down. Well, we think they're wrong. Meantime, inflation is MIA (for now) and the ECB is dovish while job...
Thumb: Global Real Estate Securities Quarterly Update
15 Apr 2019
Our latest quarterly update of the Global Real Estate Securities market review and outlook is now available. ...
Thumb: Economic Insights - April 1 - 5, 2019
08 Apr 2019
The March Employment Situation report confirms a healthy U.S. labor market, and the February headline weakness was an anomaly. What does it mean? Fears of sharp growth slowdown in the U.S. are...
Thumb: Opportunities in U.S. and Europe Commercial Real Estate late in the cycle
05 Apr 2019
This paper discusses potential opportunities in commercial real estate in U.S. and Europe in the mid- to long-term given the current market environment and outlook.