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lengthening the investment time horizon

Lengthening the Investment Time HorizonSubscription

Thu, 18 May 2017

With demographic trends pointing to a greater focus on longevity risk and more attention being placed on the downside of short-term investment behaviour by governments, regulators and even the financial media, the tide may turn in the coming years. 

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the compelling case for global senior clos

The Compelling Case for Global Senior CLOsSubscription

Tue, 9 May 2017

As angst rises about asset reflation and potential bubbles in the wake of unprecedented central bank accommodation and a long economic expansion, this paper explores how AAA and AA CLO tranches can offer a compelling safe haven—the ability to generate attractive risk-adjusted returns by financing someone else’s speculative leveraged loan investments, rather than leveraging such credit exposure themselves.

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connecting the dots to financial performance

Connecting the dots to financial performanceSubscription

Thu, 18 May 2017

A recent partnership between Principal Real Estate Investors and the U.S. Department of Energy (DOE) helps lay the groundwork for the industry’s long-term understanding of the link between sustainability, improved financial performance, and value.

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investment strategies for a rising interest rate environment

Investment Strategies for a Rising Interest Rate Environment

Wed, 17 May 2017Updated: Thu, 18 May 2017

After a prolonged period of low and even negative interest rates across major economies, government bond yields have made a decisive move upwards in recent quarters. 

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brexit what it means for investment management

Brexit: What It Means for Investment ManagementSubscription

Thu, 18 May 2017

This paper analyses the implications of the United Kingdom’s decision to exit the European Union—“Brexit”—for the investment management industry. It serves as a guide for investment professionals.

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Top 100 Real Estate Investment Managers survey top 100 tree smalldouble blackarrow

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Top 100 Real Estate

IPE Investment Manager Expectations Indicator double blackarrow

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

investment manager expectations indicator

single redarrow Manager expectations May 2017

A key metric for interpreting manager expectations is the difference between those expecting a rise and those expecting a fall. Having data to analyse, trends, trend shifts and historical highs and lows helps make things clearer. While there are many themes worth noting, there is only one universally negative point, which is historically low and in a strong more

Previous manager expectations double redarrow

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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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principal paper 1

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 more

principal paper 2

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 more

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spring rally for merger arbitrage

Spring Rally for Merger ArbitrageVideo

Fri, 12 May 2017

Hedge Fund Briefs – May 2017 

growth categorization research in action

Video: Growth Categorization Research in ActionVideo

Thu, 27 Apr 2017Updated: Thu, 4 May 2017

Anik Sen, Global Head of Equities, takes us through two examples of how his team uses Growth Categorization Research to evaluate a company as it moves through its lifecycle.

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Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2311

    Asset class: Cash.
    Asset region: OECD.
    Size: EUR 20-200 m.
    Closing date: 2017-05-26.

  • QN-2315

    Asset class: All/Large Cap Equities.
    Asset region: Global Emerging Markets.
    Size: $150m.
    Closing date: 2017-05-29.

  • QN-2316

    Asset class: All/Large Cap Equities.
    Asset region: Global Emerging Markets.
    Size: EUR 200m.
    Closing date: 2017-05-31.

  • QN-2317

    Asset class: All/Large Cap Equities.
    Asset region: Global Emerging Markets.
    Size: EUR 200m.
    Closing date: 2017-05-31.

  • IN-2318

    Closing date: 2017-05-23.

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