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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.

Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Today
Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
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Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Today
Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
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Market insights
Macro views
4Q 2026 Global Market Perspectives
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
October 7, 2026
Fixed income
4Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
October 12, 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
Macro views
4Q 2026 Global Market Perspectives
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
October 7, 2026
Fixed income
4Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
October 12, 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
Explore recent insights
Articles Events & replays
Theme
Publications
Author
Results 11 - 20 of 54
Equities Quick takes
Why positive surprise matters in small-cap growth
Why positive surprises matter in small-cap growth and how shifts in expectations can drive returns
May 29, 2026
Equities
Positive surprise: Recognizing change before consensus
Positive surprises in small-cap growth stocks drive higher growth expectations and valuation.
May 14, 2026
Equities
Tech’s resilience amid geopolitical tension masks growing supply‑chain fragilities
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
Equities Quick takes
Concentration risk and the case for broader equity exposure
Concentrated equity returns may call for broader U.S. and global allocations.
February 13, 2026
Equities Quick takes
Industrials: AI-linked opportunity within a diversified sector
AI scrutiny and broadening growth revive the case for Industrials as market leadership widens.
February 6, 2026
Equities
Tech selloff: Reset, not rupture
Tech pullback deepens as investors weigh AI disruption, valuations, and shifting market leadership.
February 6, 2026
Equities
Don’t overlook the world: The case for going global in equity investing
Investors should diversify into international equities to reduce U.S. concentration risks and enhance returns.
February 2, 2026
Equities
Industrials: An AI beneficiary with broader catalysts
Industrials offer AI exposure, diversification, and structural tailwinds beyond tech.
January 21, 2026
Equities Quick takes
AI rally: sustainable growth or speculative bubble?
AI drives gains, but rising risks demand selectivity as market exuberance tests fundamentals.
January 16, 2026
Equities Quick takes
2026: The case for diversification remains strong
Diversification key as easing policy, AI trends, and regional shifts shape global market outlook.
January 9, 2026
Result type
Results 11 - 20 of 54
Why positive surprises matter in small-cap growth and how shifts in expectations can drive returns
May 29, 2026
Positive surprises in small-cap growth stocks drive higher growth expectations and valuation.
May 14, 2026
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
Concentrated equity returns may call for broader U.S. and global allocations.
February 13, 2026
AI scrutiny and broadening growth revive the case for Industrials as market leadership widens.
February 6, 2026
Tech pullback deepens as investors weigh AI disruption, valuations, and shifting market leadership.
February 6, 2026
Investors should diversify into international equities to reduce U.S. concentration risks and enhance returns.
February 2, 2026
Industrials offer AI exposure, diversification, and structural tailwinds beyond tech.
January 21, 2026
AI drives gains, but rising risks demand selectivity as market exuberance tests fundamentals.
January 16, 2026
Diversification key as easing policy, AI trends, and regional shifts shape global market outlook.
January 9, 2026