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Global insights

The latest from our experts and research on the emerging topics impacting people and businesses’ ability to make financial progress.


Research initiatives

Global Financial Inclusion Index

Principal® Financial Well-Being Index℠

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Research and insights on financial security
Family with small children playing in rain on patio by wooden cabin.

Recent research shows life's financial challenges often disrupt retirement savings plans for working Americans.

A business owner and employee discuss a project at the worksite.

SMBs drive America's economy, but it can be tough for owners to cut through the complexity and focus on their core business.

A happy family eating around a table.

Managed accounts offer personalized investment strategies aligned with your goals, timeline, and risk comfort.

A happy family representing at least three generations sits around the dinner table to share a meal.

Principal® research confirms retirement saving remains a top priority for working Americans, despite challenges.

Happy businesswoman discussing with businessman at desk

An emerging trend provides a path forward for the 40% of U.S. business owners in need of a succession plan.

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Financial inclusion is crucial for markets’ social and economic development.

Business vs. economic growth

Sentiment on the health of the economy significantly declined in November 2024, eroding the positivity expressed over the previous year.

Businesses perceiving growth

Their business
Local economy
U.S. economy
Line chart comparing small and large business financial health between June 2020 - July 2024.
Research insights inspire financial progress

Asset management and investments

Read global insights and quick takes on the capital markets from Principal Asset Management.

Business and protection solutions

Discover key trends and timely issues for small and midsize business owners and their employees.

Retirement

Dive deep into insights across the retirement journeys of individuals and employers.

Sustainability

Review the data that drives our Sustainability strategy.

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