3Q Equity Perspectives

Introducing Equity Perspectives, a new quarterly series from Principal Equities that provides our latest views on sector trends, opportunities, and risks across equity 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
Principal Well-Being Index: More AI optimism amid existing labor pressures
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.

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.

U.S. midterms: Policy implications matter more than political outcomes
Markets may react to politics, but fundamentals remain the key driver of returns.
August 25, 2026
Quick takes
Principal Well-Being Index: More AI optimism amid existing labor pressures
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.
August 21, 2026
U.S. CRE Cycle Monitor: 2Q26 – Recovery Intact
We believe that the commercial real estate recovery remains intact and continues to advance.
August 21, 2026