Why investors might find international high yield attractive for capturing yield and total returns

Alpha to trump beta in 2013: After four years where beta dominated, we believe alpha will make up a bigger slice of the (smaller) returns pie in 2013. Asset classes, regions and countries will be less correlated, in our view, with lower systemic risk and higher company-specific risk.

Between the sequester and debt ceiling, the stage appears set for a new round of politically charged negotiations

An analysis of the growing potential risks of bond-index investing

Underlying positives, clouded by uncertainty. The US economy continues to improve slowly, with the housing market supporting future gains in employment and growth.

Jim McCaughan, CEO, Principal Global Investors and Bob Baur, Chief Global Economist, Principle Global Investors discuss their thoughts on the legislation that was pushed through the House of Representatives to avoid the dreaded U.S. fiscal cliff.

Steve Bleiberg offers quarterly analysis and an asset allocation update

This Fund aims to achieve above average capital growth through investing in companies domiciled in North America or which have significant North American operations. These include smaller and growing companies, those with potential for merger or takeover and those with new management recovery

This Fund seeks to achieve capital growth through investing primarily in the stocks of medium to large companies domiciled in North America or which have significant North American operations.

This Fund’s aim is to achieve above average capital growth. This Fund will actively manage an exposure primarily to North American equities which will include long and short positions.