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
Treasury buybacks meet a structural headwind
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.

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.

Quick takes
Treasury buybacks meet a structural headwind
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.
August 28, 2026
Rising Treasury yields: Why buybacks won’t fix a term premium problem
Rising Treasury yields increasingly reflect term-premium pressures, not just Fed expectations.
August 26, 2026
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