Much of the market's interest in the Federal Reserve's (Fed) review of its monetary policy has focused on its embrace of average inflation targeting...
- Global
- Principal Global Equities
Global EquityInvesting in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Index.
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- Principal Global Equities
Global Opportunities EquityA borderless global strategy that maximizes opportunistic flexibility with an eye on minimizing the downside through a framework that incorporates base volatility premia, as well as size, value, momentum, and other key style factors.
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- Principal Global Equities
Global Small Cap EquityInvesting in small-cap companies domiciled in developed and emerging markets around the globe, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World Small Cap Index.
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- Principal Islamic Asset Management Snd. Bnd.
Islamic Global EquityInvests in global equities that comply with Shariah principals with the objective to provide investors capital appreciation.
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- Principal Global Equities
- United States
- Edge Asset Management
Edge Capital AppreciationInvests in companies across the capitalization spectrum seeking to provide growth of capital primarily through ownership of U.S. Equities.
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- Edge Asset Management
Edge SMID Cap Value EquityInvests in U.S. common stocks with a market capitalization between $200 million and $7 billion.
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- Principal Global Equities
U.S. Mid-Cap Value EquityInvesting in mid-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell Mid Cap Value Index.
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- Principal Global Equities
U.S. Small-Cap Select EquityInvesting in small-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 2000 Index.
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- Principal Global Equities
U.S. Small-Cap EquityInvesting in small-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 2000 Index. This diversified strategy is primarily designed for retirement, retail, and asset allocation platforms.
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- Columbus Circle Investors
Large Cap Growth EquityPortfolios which emphasize large company stocks defined as those with capitalizations greater than $3 billion.
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- Columbus Circle Investors
SMID Cap Growth EquityPortfolios that typically own stocks within the market capitalizations range of the Russell 2500 Growth Index.
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- Edge Asset Management
Large Cap Value Equity IncomeInvests in U.S. common stocks with a market capitalization greater than $7 billion.
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- Columbus Circle Investors
Mid Cap Growth EquityPortfolios that typically own stocks within the market capitalizations range of the Russell Mid Cap Growth Index.
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- Aligned Investors
Blue Chip EquityHigh conviction, yet sensibly diversified exposure, primarily to the U.S. large-cap equity universe, without style extremes or excessive concentration in any one sector.
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- Aligned Investors
MidCap EquityHigh conviction, yet sensibly diversified exposure, primarily to the midcap equity universe, without style extremes or excessive concentration in any one sector.
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- Edge Asset Management
- International
- Principal Global Equities
International Core EquityInvesting in companies domiciled in international developed markets (ex-U.S.), aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Index.
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- Principal Global Equities
International Growth EquityInvesting primarily in large-cap companies domiciled in developed international (ex-U.S.) markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Growth Index.
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- Principal Global Equities
European EquityInvesting in companies domiciled in the developed markets of Europe, aiming to generate annualized outperformance over full market cycles relative to the MSCI Europe Index.
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- Principal Global Equities
Diversified International EquityInvesting in companies domiciled in international developed (ex-U.S.) and emerging market countries, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World ex-U.S. Index.
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- Principal Global Equities
International Opportunities EquityBorderless international (ex-U.S.)strategy that maximizes opportunistic flexibility with an eye on minimizing the downside through a framework that incorporates base volatility premia, as well as size, value, momentum, and other key style factors.
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- Principal Global Equities
International Small-Cap EquityInvesting in small-cap companies domiciled in developed international (ex-U.S.) markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI World ex-U.S. Small Cap Index.
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- Principal Global Equities
International All Country EquityInvesting in companies domiciled in international developed (ex-U.S.) and emerging markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC World ex-U.S. Index.
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- Origin Asset Management LLP
International ex-US EquityUnconstrained strategy, constructed without reference to any index with a high active share. It is managed using a systematic, evidence based investment process.
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- Principal Global Equities
Dynamic International Equity
- Principal Global Equities
- Emerging Markets & Regional Asia
- Principal Global Equities
Emerging Markets EquityInvesting in companies that are domiciled in or primarily conduct business in emerging market around the globe, aiming to generate annualized outperformance over full market cycles relative to the MSCI Emerging Markets Index.
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- Principal Global Equities
Hong Kong & China EquityInvesting in companies domiciled in Hong Kong and the H-shares of companies domiciled in mainland China, aiming to generate annualized outperformance over full market cycles relative to a customized index.
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- Principal Global Equities
Asia Ex-Japan EquityInvesting in companies domiciled in the developed (ex-Japan) and emerging market countries of Asia, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC Asia Ex-Japan Index.
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- Principal Global Equities
Asia Pacific Ex-Japan Opportunities EquityInvesting in companies domiciled in the developed (ex-Japan) and emerging markets of the Asia Pacific region, aiming to generate annualized outperformance over full market cycles relative to the MSCI AC Asia Pacific ex-Japan Index.
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- Origin Asset Management LLP
Origin Global Emerging MarketsUnconstrained strategy, constructed without reference to any index with a high active share. It is managed using a systematic, evidence based investment process.
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- Principal Islamic Asset Management Snd. Bnd.
Cimb Islamic Asia Pacific Ex-Japan EquityInvests in equities that comply with Shariah principles and are domiciled in the Asian Pacific region (excluding Japan) with the aim to seek capital growth.
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- Principal Global Equities
China EquityOur China Equity strategy invests in the H-shares of mainland China companies, aiming to generate annualized outperformance over full market cycles relative to the MSCI China Index.
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- Principal Global Equities
- Small Cap
- Columbus Circle Investors
Small Cap Growth EquityPortfolios that typically own stocks within the market capitalization range of the Russell 2000 Growth Index.
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- Columbus Circle Investors
- High Yield
- Principal Global Fixed Income
Opportunistic High YieldA strategy that can offer investors attractive yield potential through unconstrained asset allocation, high-conviction security selection, and volatility management
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- Principal Global Fixed Income
Bank LoansA strategy invested in leveraged loan securities that are typically secured and have a floating rate structure
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- Principal Global Fixed Income
Global High YieldA corporate bond strategy primarily invested in U.S. and European-domiciled companies. Focused on income and capital appreciation derived primarily from security selection
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- Principal Global Fixed Income
High YieldA corporate bond strategy primarily invested in U.S.-domiciled companies. Focused on income and capital appreciation derived primarily from security selection
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- Principal Global Fixed Income
Short Duration High YieldA bond strategy that is less sensitive to market volatility and can offer attractive levels of high current income while limiting exposure to interest rate and credit spread risk
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- Post Advisory Group
Global Intermediate Term High Yield FundPrimarily invests short-to-intermediate term, lower volatility, high yield securities with an expected average life of 24-48 months.
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- Post Advisory Group
Global Limited Term High Yield FundA portfolio of short-term, lower volatility, high yield debt with an expected average life of approximately 12-24 months.
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- Post Advisory Group
High Yield PlusA diversified portfolio of high yield securities primarily including domestic and foreign corporate bonds and bank loans, as well as convertible bonds, private debt, and preferred stocks.
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- Post Advisory Group
Traditional High YieldA diversified portfolio of value-oriented high yield securities including notes, bonds, bank loans and private debt of companies domiciled in the U.S., Canada and Western Europe.
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- Principal Global Fixed Income
- Multi-Sector Fixed Income
- Principal Global Fixed Income
Core Plus BondA specialized investment strategy that can provide consistent market-cycle out-performance while potentially limiting drawdown risk
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- Principal Global Fixed Income
Core Fixed IncomeA distinct balance of income, liquidity, and yield potential.
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- Principal Global Fixed Income
Short Term Income
- Principal Global Fixed Income
- Opportunistic
- Principal Global Fixed Income
Global Credit OpportunitiesA global credit strategy that opportunistically invests in investment grade credit and across multiple “plus” fixed income sectors
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- Principal Global Fixed Income
Global Capital Structure OpportunitiesA strategy that opportunistically invests across the capital structure of investment grade-rated companies to build concentrated portfolios
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- Principal Global Fixed Income
- Securitized/Structured
- Edge Asset Management
Edge Mortgages Fixed IncomeInvests in high quality government, agency, and mortgage-backed securities.
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- Principal Global Fixed Income
Mortgage-Backed SecuritiesInvests in government guaranteed agency MBS, including: pass-through pools; to-be-announced (TBA); and collateralized mortgage obligations (CMOs)
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- Principal Real Estate Investors
Balanced CMBS Yield Oriented ReturnFocuses on generating a significant amount of current income while seeking to outperform the benchmark over a market cycle.
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- Edge Asset Management
- Municipal
- Principal Global Fixed Income
Municipal California Fixed IncomeThis strategy features fully discretionary institutional portfolios that invest primarily in municipal bonds from California.
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- Principal Global Fixed Income
Municipal Fixed IncomeThis strategy features fully discretionary portfolios that maintain an average credit quality rating from A to AA.
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- Principal Global Fixed Income
Opportunistic MunicipalFeaturing fully discretionary portfolios, this strategy seeks to provide a high level of income that is exempt from federal income tax, while protecting your capital.
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- Principal Global Fixed Income
- Stable Value
- Morley Capital Management
Morley Stable ValueConservative investment strategy strives for high quality, well-diversified portfolios to achieve the objective of capital preservation and stable returns.
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- Morley Capital Management
Morley Stable IncomeHigh quality, short- to intermediate-duration fixed income strategy generating excess return through sector allocation and security selection.
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- Morley Capital Management
- Preferred Securities
- Spectrum Asset Management
Preferred SecuritiesPortfolios of preferred securities designed to provide investors with high current income and efficient diversification without requiring unacceptable credit risk.
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- Spectrum Asset Management
Volatility Mitigation SolutionsQuantitative, rules-based investment solutions using derivatives to mitigate interest rate risk and credit risk.
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- Spectrum Asset Management
- Investment Grade Credit
- Principal Global Fixed Income
Investment Grade CorporateInvestment grade-rated corporate bonds with an average portfolio credit quality typically maintained in single A to BBB range
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- Principal Global Fixed Income
Long Duration Investment Grade CorporateCorporate bonds with an average duration between 10 and 15 years and an average portfolio credit quality between single A and BBB+
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- Principal Global Fixed Income
Opportunistic Investment Grade CreditA thematically driven high-conviction investment strategy of securities rated BBB and above
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- Principal Global Fixed Income
Investment Grade Corporate Long Term FocusWith a focus on the long-term, seeking a high level of current income with the stability of principal.
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- Principal Global Fixed Income
- Liability Driven Investing
- Principal Global Fixed Income
Long Duration Fixed Income Credit EmphasisA broad array of high quality fixed income securities with an average duration between 10 and 15 years
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- Principal Global Fixed Income
- Sukuk
- Principal Islamic Asset Management Snd. Bnd.
Global SukukA diversified portfolio of Shariah-compliant global fixed income securities (Sukuk) with the objective to grow its value of investments over the medium term.
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- Principal Islamic Asset Management Snd. Bnd.
- Global Emerging Markets
- Finisterre Capital
Finisterre EM DebtMulti-strategy EM L/S Credit & EM Macro.
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- Finisterre Capital
- Public Equity
- Principal Real Estate Investors
U.S. Real Estate SecuritiesSeasoned team leverages insights across Principal Global Investors to amplify knowledge and select securities that have the potential to generate consistent alpha.
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- Principal Real Estate Investors
Global ex-U.S. Real Estate SecuritiesSeasoned team leverages insights across Principal Global Investors to amplify knowledge and select securities that have the potential to generate consistent alpha.
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- Principal Real Estate Investors
Global Real Estate SecuritiesSeasoned team leverages insights across Principal Global Investors to amplify knowledge and select securities that have the potential to generate consistent alpha.
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- Principal Real Estate Investors
Principal Property SecuritiesSeasoned team leverages insights across Principal Global Investors to amplify knowledge and select securities that have the potential to generate consistent alpha.
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- Principal Real Estate Investors
- Private Equity
- Principal Real Estate Investors
Private EquitySeasoned team leverages insights across Principal Global Investors to amplify knowledge and select securities that have the potential to generate consistent alpha.
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- Principal Real Estate Investors
- Public Debt
- Principal Real Estate Investors
Balanced CMBS Yield Oriented ReturnBalanced CMBS Yield Oriented Return
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- Principal Real Estate Investors
High Yield CMBS Yield Oriented ReturnYield Oriented Total Return
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- Principal Real Estate Investors
- Private Debt
- Principal Real Estate Investors
Private DebtPrivate Debt
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- Principal Real Estate Investors
- Private Real Estate for Defined Contribution
- Principal Real Estate Investors
Private real estate for Defined Contribution (DC) plansPrivate Real Estate for Defined Contribution
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- Principal Real Estate Investors
- Responsible Property Investing
- Principal Real Estate Investors
Responsible Property InvestingResponsible Property Investing
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- Principal Real Estate Investors
- Research
- Principal Real Estate Investors
Research
- Principal Real Estate Investors
- Principal Real Estate Europe
- Principal Real Estate Investors
Principal Real Estate EuropePrincipal Real Estate Europe is a pan-European real estate fund and asset management platform, which develops strategic investment and management solutions for institutional investors in all property types across Europe.
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- Principal Real Estate Investors
- Multi-asset
- Finisterre Capital
Principal Global-Multi StrategyLong and short EM Corporate and Sovereign credit using bottom up fundamental analysis.
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- Finisterre Capital
- Target Risk
- Edge Asset Management
Edge Asset AllocationActively managed target-risk asset allocation portfolios designed to deliver sophisticated portfolio management with the ease of a single fund.
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- Edge Asset Management
- Asset Allocation
- Principal Global Asset Allocation Home
Investment solutions tailored to your desired outcomes for return, risk, and income potential.
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- Principal Global Asset Allocation Home
Short & Sharp Blog
09 Feb 2021
Seema Shah, chief strategist
Aside from a short period of global market unrest triggered by meme stock trading, investor sentiment has remained broadly positive through the first...