Content (78)

  • Munis in a new light

    White papers

    Munis in a new light

    2021-06-21T16:09:00Z

    Things are not always what they seem. This is proving true in the municipal bond market, where a perception shift is underway that carries profound implications – and opportunities – for investors. 

  • Emerging Market Debt - Strong, Mature and Core

    White papers

    Emerging Market Debt: Strong, Mature and Core

    2021-05-26T19:47:00Z

     Investors who have long considered emerging market (EM) debt to be ancillary to their core portfolio may want to give the asset class another look. 

  • Global Asset Allocation Viewpoints 2Q 2021 - Investing through the pandemic

    White papers

    Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic

    2021-05-06T10:30:00Z

    The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.

  • Energy Transition Investing

    White papers

    Energy Transition Investing

    2021-05-06T10:18:00Z

    Purposeful perspectives and underappreciated opportunities

  • “Principled Investing” What it means and why it matters?

    White papers

    “Principled Investing” What it means and why it matters?

    2021-05-06T10:10:00Z

    “Principled Investing” broadens the definition of fiduciary. It encompasses the Principal Global Equities’ culture, team structure, investment beliefs and process disciplines, including our evolving approach to Environmental, Social and Governance (ESG) investing. It is a fitting two-word summation of our purpose and mission to improve client outcomes.

  • Inflation - Preparing your portfolio for the surge

    White papers

    Inflation: Preparing your portfolio for the surge

    2021-05-04T10:35:00Z

    After falling to almost zero during the height of the COVID-19 pandemic, the rate of U.S. inflation is on the rise. To navigate the current market environment, today’s investor must understand how quickly the United States economic recovery will generate inflation, how long that inflation will be sustained, and what investment implications follow.

  • Strategies for Navigating an Unrecognisable Bond Market

    White papers

    Strategies for Navigating an Unrecognisable Bond Market

    2021-04-13T11:29:00Z

    As the saying goes, there’s no rest for the weary, and many bond investors understand that feeling right now.

  • Quality matters - An active approach to quality for equity investing

    White papers

    Quality matters: An active approach to quality for equity investing

    2021-04-01T11:14:00Z

    In this piece, we examine quality—what it is, why it matters, and how it performs across different market environments. We believe active equity managers who focus on quality are better able to identify companies with the potential to weather uncertainty and reward long-term investors.

  • A U.S. Treasury Bear is Born

    White papers

    A U.S. Treasury Bear is Born

    2021-03-29T14:14:00Z

    Bear markets typically begin cloaked in a spirit of denial. Confutation can be virtuous because decline owns up to problems and making a change to solve them is often too painful. It’s human nature to seek pleasure to avoid pain. So, folks resist and hang on to their dogmas unyielding beliefs like “inflation hasn’t happened and can’t happen because demographics and technology won’t allow it to happen just look at Europe and Japan.” Certainly, an entire generation has grown to acquaint a bond bear but just for a brief “hello” and a more celebrated long “good-bye”. 

  • 1st Quarter Signals - Five questions facing markets

    White papers

    1st Quarter Signals: Five questions facing markets

    2021-03-10T12:49:00Z

    Markets have continued to ride their upward momentum through the first quarter of 2021,with investor optimism fueled by wider distribution of COVID-19 vaccines and expectations for the sizeable fiscal stimulus package from the Biden Administration. 

  • Avoiding undue equity risk - Preparing for what is ahead in markets

    White papers

    Avoiding undue equity risk: Preparing for what is ahead in markets

    2021-02-19T17:49:00Z

    Just one year removed from the start of the pandemic and subsequent economic crisis, investors are again attempting to make sense of market highs. With little place else to turn for potential returns, institutional investors continue to add to equity exposure. 

  • The roadmap ahead for capital markets

    White papers

    Biden’s First 100 Days: The roadmap ahead for capital markets

    2021-02-02T17:09:00Z

    With the Georgia run-off elections giving the Democrats narrow control of Congress and President Biden’s inauguration behind us, investors can finally set their sights on the policies of the new administration. Broadly, markets have responded favorably across most risk assets as the uncertainty surrounding the election has finally passed.