1. Principal Global Investors

A. Global Insights Outlook

• 2025
• 2024
• 2023
• 2022
• 2021

2025

Principal Global Asset Allocation Viewpoints – Q2 2025

Principal Global Asset Allocation Viewpoints – Q1 2025

2024

Principal Global Asset Allocation Viewpoints – Q4 2024

Principal Global Asset Allocation Viewpoints – Q3 2024

Principal Global Asset Allocation Viewpoints – Q2 2024

Principal Global Asset Allocation Viewpoints – Q1 2024

2023

Principal Global Asset Allocation Viewpoints – Q4 2023

Principal Global Asset Allocation Viewpoints – Q3 2023

Principal Global Asset Allocation Viewpoints – Q2 2023

Principal Global Asset Allocation Viewpoints – Q1 2023

2022

Principal Global Insights Outlook 2022

Principal Global Asset Allocation Viewpoints – Q3 2022

2021

Principal Global Insights Outlook 2021

Principal Global Asset Allocation Viewpoints – Q4 2021

B. Monthly Multi-Asset Perspectives

• 2025
• 2024
• 2023
• 2022
• 2021

2025

Monthly Multi-Asset Perspectives March- 2025

Monthly Multi-Asset Perspectives February- 2025

Monthly Multi-Asset Perspectives January- 2025

2024

Monthly Multi-Asset Perspectives – December 2024

Monthly Multi-Asset Perspectives – November 2024

Monthly Multi-Asset Perspectives – October 2024

Monthly Multi-Asset Perspectives September- 2024

Monthly Multi-Asset Perspectives August- 2024

Monthly Multi-Asset Perspectives July- 2024

Monthly Multi-Asset Perspectives June- 2024

Monthly Multi-Asset Perspectives May- 2024

Monthly Multi-Asset Perspectives April- 2024

Monthly Multi-Asset Perspectives March- 2024

Monthly Multi-Asset Perspectives February- 2024

Monthly Multi-Asset Perspectives January- 2024

2023

Monthly Multi-Asset Perspectives December- 2023

Monthly Multi-Asset Perspectives November- 2023

Monthly Multi-Asset Perspectives October- 2023

Monthly Multi-Asset Perspectives September- 2023

Monthly Multi-Asset Perspectives August- 2023

Monthly Multi-Asset Perspectives July- 2023

Monthly Multi-Asset Perspectives June- 2023

Monthly Multi-Asset Perspectives May- 2023

Monthly Multi-Asset Perspectives April- 2023

Monthly Multi-Asset Perspectives March- 2023

Monthly Multi-Asset Perspectives February - 2023

Monthly Multi-Asset Perspectives January - 2023

2022

Monthly Multi-Asset Perspectives December - 2022

Monthly Multi-Asset Perspectives November- 2022

Monthly Multi-Asset Perspectives October- 2022

Monthly Multi-Asset Perspectives September-2022

Principal Monthly Multi-Asset Perspectives - August 2022

Principal Monthly Multi-Asset Perspectives - July 2022

Principal Monthly Multi-Asset Perspectives – May

Principal Monthly Multi-Asset Perspectives – Apr

Principal Monthly Multi-Asset Perspectives – Mar

Principal Monthly Multi-Asset Perspectives – Feb

Principal Monthly Multi-Asset Perspectives – Jan

2021

Principal Monthly Multi-Asset Perspectives – Dec

Principal Monthly Multi-Asset Perspectives – Nov

Principal Monthly Multi-Asset Perspectives – Oct

Principal Monthly Multi-Asset Perspectives – Sep

Principal Monthly Multi-Asset Perspectives – Aug

Principal Monthly Multi-Asset Perspectives – Aug

Principal Monthly Multi-Asset Perspectives – Aug

Principal Monthly Multi-Asset Perspectives – Aug

Principal Monthly Multi-Asset Perspectives – Jul

Principal Monthly Multi-Asset Perspectives – Jun

Principal Monthly Multi-Asset Perspectives – May

Principal Monthly Multi-Asset Perspectives – Apr

Principal Monthly Multi-Asset Perspectives – Mar

Principal Monthly Multi-Asset Perspectives – Feb

2. Forbes Family Trust

Quarterly Review and Outlook

• 2022
• 2021

2022

Third Quarter - 2022

Second Quarter - 2022

First Quarter - 2022

2021

Third Quarter - 2021

Second Quarter - 2021

First Quarter - 2021