4Q Equity Perspectives

Our Q4 Equity Perspectives highlights why durable cash flows, pricing power, and disciplined capital allocation are becoming increasingly important as market concentration grows and financing costs climb.

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Equities
Quick takes
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026

Actionable insights

Quick takes on capital markets
Today’s complex markets require actionable insights that help identify opportunities now, while positioning for what’s next. In Quick takes on capital markets, we deliver short, timely takes on top-of-mind topics for investors.
Take advantage of our expertise

Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.

Private infrastructure debt: A strategic portfolio building block for insurers
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Q&A with Mansi Patel, Senior Managing Director and Head of Infrastructure Debt, and Dawn Silvia, Director, Insurance Solutions, on how investment grade and high yield infrastructure debt segments differ; where private market value may arise; and how differentiated sourcing, structural protections, and a liability-aware lens can help insurers evaluate the asset class.
November 5, 2026
U.S. midterm elections: Political shift, but limited market regime change
November 4, 2026
Quick takes
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026