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are high growth stocks turning the corner

Are high-growth stocks turning the corner?Subscription

Thu, 27 Apr 2017

Since the spring of 2014, investors have often favored higher-dividend-paying stocks over higher-growth stocks. Dividend income has been a substitute for the exceptionally weak yields available in traditional fixed income markets. 

All equities white papers

reform momentum opens up indian bond market opportunities

Reform Momentum Opens Up Indian Bond Market OpportunitiesSubscription

Mon, 24 Apr 2017Updated: Tue, 25 Apr 2017

Recent reforms in India have created an attractive opportunity set in the country’s bond market for international investors, although a number of challenges remain. 

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uk market review outlook

UK Market Review & OutlookSubscription

Tue, 11 Apr 2017

All-property total returns were 2.2 per cent in the three months ending December 2016, according to the IPD Quarterly Index for standing investments. The 12 month total return was 3.5 per cent.

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ai the next big thing is here and everywhere

AI: The Next Big Thing Is Here, And EverywhereSubscription

Mon, 24 Apr 2017Updated: Tue, 25 Apr 2017

Artificial Intelligence is quickly moving into the mainstream of everyday life and infiltrating a wide range of fields, from health care to financial services to security. 

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investment strategy insights a trump induced global trade lull

Investment Strategy Insights: A Trump-Induced Global Trade Lull?

Thu, 27 Apr 2017

While we expect trade frictions to rise, we still believe the overall Trump agenda remains a net plus to global markets.

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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 April 2017

The latest manager poll has two main themes: markets are weak and levels of sentiment are extreme. Perhaps more than at any time in recent memory, the leading developed nations’ political actions are the source of immediate market instability....read more

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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 gains....read 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 exposure....read more


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global macro exposure to european equities hit five year high

Global Macro exposure to European equities hit five-year highVideo

Wed, 19 Apr 2017Updated: Tue, 25 Apr 2017

Risk appetite has faded lately, leading equities and energy commodities to peak early March. 

should european equity investors hold their nerve

Should European equity investors hold their nerve?Video

Thu, 13 Apr 2017Updated: Tue, 25 Apr 2017

Financial markets seem to disregard political uncertainty. Since the Brexit vote, most equity markets staged double-digit gains, implied Cross Asset Volatility dropped towards its historical lows and typical safe-havens lost ground.

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