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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
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
Yesterday
Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
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Macro views
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
Yesterday
Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
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Market insights
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 2026
Real estate & private markets
2026 Mid-year Inside Real Estate outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery remains intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
June 16, 2026
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Results 1 - 10 of 226
Macro views Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
Yesterday
Macro views
Latin America at the crossroads of AI, energy, and geopolitics
Examines the growth of investment grade private credit and its evolving role as a core component of institutional fixed income portfolios.
September 24, 2026
Macro views Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Macro views
September FOMC meeting: Beginning a new hiking cycle
Fed launches a new hiking cycle as stronger growth and persistent inflation drive policy higher.
September 17, 2026
Macro views
August CPI: Clears the path for a September hike
Hotter core inflation and rising energy prices strengthen the case for a September Fed hike.
September 12, 2026
Macro views
September ECB meeting: A unanimous hawkish tilt
A unanimous ECB hike and higher inflation forecasts point to a more hawkish policy outlook.
September 11, 2026
Macro views
August jobs report: Labor market steadies, inflation takes center stage
August payrolls surprised to the upside, reinforcing labor resilience as focus shifts to inflation.
September 5, 2026
Macro views Quick takes
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
Macro views
Jackson Hole 2026: Discipline, not decisions
Warsh's Jackson Hole speech reinforced policy flexibility and a firm inflation focus.
August 31, 2026
Macro views Quick takes
Treasury buybacks meet a structural headwind
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.
August 28, 2026
Result type
Results 1 - 10 of 226
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
Yesterday
Examines the growth of investment grade private credit and its evolving role as a core component of institutional fixed income portfolios.
September 24, 2026
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Fed launches a new hiking cycle as stronger growth and persistent inflation drive policy higher.
September 17, 2026
Hotter core inflation and rising energy prices strengthen the case for a September Fed hike.
September 12, 2026
A unanimous ECB hike and higher inflation forecasts point to a more hawkish policy outlook.
September 11, 2026
August payrolls surprised to the upside, reinforcing labor resilience as focus shifts to inflation.
September 5, 2026
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
Warsh's Jackson Hole speech reinforced policy flexibility and a firm inflation focus.
August 31, 2026
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.
August 28, 2026