European Equities: Europe’s time has finally comeSubscription
A feeling of insensitivity to “bad news” in Europe
Opposite Ends of Credit Spectrum Enhance PortfolioSubscription
Mark Vaselkiv and Andrew McCormick argue that a sound US fixed income investment strategy involves combining overweight allocations to sectors with high credit quality.
The Return of Absolute Return Fixed IncomeSubscription
Fed Shift Set to Muddy MBS WatersSubscription
Market Insights: Retail Outlook 2017Subscription
The outlook for the retail sector will be mixed. Economic and political events are expected to weaken consumer confidence and retail spend, while technological advances will continue to change the dynamics of the sector.
M&G Real Estate: Asia Pacific Outlook June 2017Subscription
Real Estate Insight: Thematic House ViewSubscription
Enter the vortex: How asset managers can transcend digital disruption
Innovation in financial technology has unleashed a digital vortex that promises to transform the asset management value chain, from asset gathering through to investment and operations.
A macro risk-based approach to alternative risk premia allocation
Alternative risk premia are encountering growing interest from investors. They mimic strategies formerly available through investment in hedge fund vehicles but with more favourable liquidity and cost characteristics.
Top 400 Asset Managers survey 
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Top 400 asset class tables 
Developed market equities tables
Emerging market equities tables
Fixed income - Public debt tables
Fixed income - Investment grade corporate bonds tables
Fixed income - High yield, convertibles, securitised credit tables
Cash, currency, hedge funds, private equity tables
Environmental, social and governance investing tables
Real estate, infrastructure, commodities, tactical asset allocation tables
Top 100 Real Estate Investment Managers survey 
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IPE Investment Manager Expectations Indicator
Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
Manager expectations June 2017
When fewer than one in 10 respondents expects something to happen, it is hard to accept it could happen. There is an increased number of such instances in the most recent IPE Asset Manager Expectations poll....read more
Principal Global Investors
Principal Global Investors is the institutional asset-management arm of
the Principal Financial Group—and meeting your investment needs is our single, constant focus. We help you achieve your investing goals by delivering custom investment solutions through our unique,
multi-boutique model, which comprises a diverse group of specialized investment boutiques.
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Economic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains....read more
The nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure....read more
