3Q 2026 Global Market Perspectives
The new exceptionalism

Our quarterly investment outlook highlights the themes and investment implications for the period ahead. 

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.
Macro views
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.

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.

Quick takes
A new exceptionalism
AI investment cycle powers global growth, extending beyond the U.S. and reshaping diversification
July 10, 2026
How U.S. middle market direct lending complements and enhances European portfolios
We outline why a complementary allocation to U.S. middle market direct lending may enhance portfolio diversification and potential returns.
July 9, 2026
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026