Insights

Research, opinions, and expertise from Principal Global Equities.

 

Mustafa Sagun, Chief Investment Officer, Principal Global Equities
08 Feb 2018
What the heck happened to the equity markets? ...
12 Apr 2017
Institutional client interest and awareness in Environmental, Social and Governance (ESG) is on the rise. ...
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...
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...
Value and Growth Equity Strategies: The Magic is in the Mix
17 Mar 2016
The long-term case for value and growth equity investment strategies are both based on sound fundamental principles. The basic premise of value investing is that investors are rewarded by...
Global Equities Market Recap 4th Quarter 2015
15 Jan 2016
Key points discussed during this quarter's Global Equity Market Recap include: ...
Emerging Market Equities Market Recap 4th Quarter 2015
15 Jan 2016
Key points discussed within this quarter's Emerging Market Equities Market Recap include: ...
International Equities 2nd Quarter 2015 Review
31 Jul 2015
Global equity markets were flat for the second quarter of 2015 (2Q 2015). While most markets were on track to deliver healthy returns, a sharp selloff in the final weeks was triggered by growing...
Despite Challenges: Higher ROE on the Horizon for Japanese Companies
30 Jul 2015
After living under the umbrella of deflation for more than two decades, Japan is currently undergoing significant economic change. The country has no choice. After taking office in...
Mustafa Sagun, Chief Investment Officer, Principal Global Equities
08 Feb 2018
What the heck happened to the equity markets? ...
12 Apr 2017
Institutional client interest and awareness in Environmental, Social and Governance (ESG) is on the rise. ...
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...
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...