Global Market Perspectives 4Q 2026
Stubbornly intact

Our Quarterly investment outlook highlights the theme 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.
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.

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
October FOMC meeting: See you in December
The Fed held rates at 3.75%–4.00% in October, but a tightening bias points to a December rate hike.
October 30, 2026
October ECB meeting: A measured approach to policy remains appropriate
The European Central Bank (ECB) kept policy rates steady at its October meeting, as expected.
October 29, 2026