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...
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...
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...
Robert F. Baur, Ph.D. , Executive Director, Chief Global Economist
Seema Shah, Senior Global Investment Strategist
Todd Jablonski, CFA, Chief Investment Officer
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.
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Robert F. Baur, Ph.D. , Executive Director, Chief Global Economist
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...
Todd Kellenberger, CFA, Analyst/Portfolio Specialist, Real Estate Securities
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...
Jennifer McConkey, Senior Director, Operations & Sustainability
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...
Indraneel Karlekar, Ph.D., Senior Managing Director, Global Research & Strategy
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...
