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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
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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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New research examines the realities people face as they think about and save for retirement.

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

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U.S. consumers report better access to financial products, but feel less financially included.

Businesses report steady growth

According to the 2024 Wave 1 Principal Financial Well-Being Index, businesses continue to navigate tough economic conditions and have demonstrated steady growth through recent events.

Businesses who describe themselves as growing (%)

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Small businesses
Large businesses
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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