Insights

Research, opinions, and expertise from Principal Global Investors.

 

Thumb: Sector Series: Outlook for US office – changing occupier trends
26 Feb 2019
The future of the office market has been at the subject of much debate for the past decade.  In our latest sector series paper, Arthur Jones, Director of Real Estate Research at Principal Real...
26 Feb 2019
...
economic insights
19 Feb 2019
...
Investment Insights
14 Feb 2019
Current conditions and strategic assumptions ...
Asset allocation tips
14 Feb 2019
Markets have changed drastically over the last couple years, but investor mindsets have been slower to adapt. After nearly a decade of high returns and low volatility, investors may have built up...
economic insights
12 Feb 2019
...
Thumb: Responsible Property Investing
08 Feb 2019
At Principal, being socially responsible is central to who we are as a company. Our focus on environmental, social, and governance (ESG) considerations is a core aspect of our fiduciary duty to...
Thumb: Economic Insights - January 2019
01 Feb 2019
...
PGP
28 Jan 2019
The new year holds some uncertainty for investors. Our investment professionals deliver the three biggest macro, market, and portfolio construction risks they’re focused on in 2019. ...
economic insights
28 Jan 2019
...
economic insights
14 Jan 2019
...
economic insights
08 Jan 2019
Stock market outlook: The current rally since Christmas may continue as economic pessimism fades somewhat. But the long-term adjustment to more normal monetary policy has further to run. We’d...
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
...
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
...