3Q Fixed Income Perspectives

See how our fixed income experts are positioning across sectors as they focus on income, resilience, and active security selection in today’s markets.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Macro views
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Take advantage of our expertise

Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.

Escalating Middle East tensions shift the balance of risk
Higher oil prices and geopolitical risks are testing markets, inflation, and policy outlooks.
July 28, 2026
Principal Aligned Mid-year review 2026
PDF
Our Aligned 2026 Mid-Year Review: Looking beyond short-term market sentiment to long-term business fundamentals.
July 23, 2026
Quick takes
Equities: Looking beyond the leaders
Concentrated leadership and widening dispersion are reshaping the equity investment landscape.
July 24, 2026