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Global insights

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℠

Two co-workers collaborating at a table with a laptop and paperwork.

Research and insights on financial security

Woman Working with Rebar

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

Young couple buying eggs on the street market using tap to pay.

Technology plays an important role in accelerating financial inclusion and economic resilience.

High angle view of crowd gathering around El Ángel in Mexico City.

Voters notice government actions around financial inclusion.

White woman with brown hair and red checked shirt working at a desk making calculations.

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

Woman working on her laptop.

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

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Businesses report steady growth

According to the 2024 Wave 1 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 (%)

All
Small businesses
Large businesses
Line chart comparing small and large business financial health between June 2020 - July 2024.

Research insights inspire financial progress

Read global insights and quick takes on the capital markets from 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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