Insights

Research, opinions, and expertise from Principal Global Equities.

 

Active management can add big value in small-cap equities
06 Feb 2017
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options...
Equity market recap - fourth quarter 2016
31 Dec 2016
Equity markets had a tepid start to the fourth quarter but took flight following the surprise victory by Donald Trump in the U.S. presidential election. The outcome defied polls, pundits, and odds...
Principal Global Equities discuss the absence of international small cap in investors portfolios and what that means
23 Nov 2016
In this paper, you will find compelling evidence to consider an international small cap allocation for your portfolio. It's easy to overlook this intriguing risk-return profile. After all,...
Equity Market Recap
30 Sep 2016
Market environment ...
PGE Equity Market Recap
18 Jul 2016
The U.S. bellwether S&P 500 delivered a positive total return of 2.5% during the second quarter of 2016 (2Q 2016). International markets were mixed, with the MSCI EAFE Index...
Brexit Happened, Now What?
29 Jun 2016
What just happened? ...
Brexit or Bremain? That is the Question
17 Jun 2016
Recent polls have shown growing support for Brexit—in fact, the implied probability from the betting odds shows more than a 40% probability of Brexit, up from less than 20% two weeks ago. Six...
1st Quarter 2016
02 May 2016
The first quarter of 2016 was another tale of divergence, across and within global equity markets.  We witnessed a rally in the previously shunned commodity-oriented stocks, while investor...
Emerging Market Equities Market Recap 1st Quarter 2016
02 May 2016
It was a tale of two halves for the emerging markets in the first quarter. Volatility jumped in January amid negative sentiment before stabilizing in mid-February.  March was a continuation of...
1st Quarter 2016
02 May 2016
The first quarter of 2016 was another tale of divergence, across and within global equity markets.  We witnessed a rally in the previously shunned commodity-oriented stocks, while investor...
International Equities Market Recap 1st Quarter 2016
02 May 2016
The first quarter of 2016 was another tale of divergence, across and within global equity markets.  We witnessed a rally in the previously shunned commodity-oriented stocks, while investor...
Equity Market Recap - 1st Quarter 2016
15 Apr 2016
The first quarter of 2016 (1Q 2016) was another tale of divergence, across and within global equity markets. Investor sentiment and returns were broadly negative until mid-February...
Active management can add big value in small-cap equities
06 Feb 2017
While the value and effectiveness of active management has been debated among investors, consultants, advisors, and academics for some time, the growth and expansion of passive investment options...
Equity market recap - fourth quarter 2016
31 Dec 2016
Equity markets had a tepid start to the fourth quarter but took flight following the surprise victory by Donald Trump in the U.S. presidential election. The outcome defied polls, pundits, and odds...
Principal Global Equities discuss the absence of international small cap in investors portfolios and what that means
23 Nov 2016
In this paper, you will find compelling evidence to consider an international small cap allocation for your portfolio. It's easy to overlook this intriguing risk-return profile. After all,...
Equity Market Recap
30 Sep 2016
Market environment ...
PGE Equity Market Recap
18 Jul 2016
The U.S. bellwether S&P 500 delivered a positive total return of 2.5% during the second quarter of 2016 (2Q 2016). International markets were mixed, with the MSCI EAFE Index...
Brexit Happened, Now What?
29 Jun 2016
What just happened? ...