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Discover timely analysis that reveals opportunities, highlights risks, and offers distinctive viewpoints.

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
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
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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
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 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
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Results 31 - 40 of 56
Equities Quick takes
Key catalysts for a sustained rebound in small caps
Can small caps rally last? Key macro and policy factors may be lining up in their favor.
August 22, 2025
Equities
Small cap equities: What could fuel a sustainable rally?
Can small caps sustain their recent rally? Key macro, policy, and rate factors to watch.
August 20, 2025
Equities Quick takes
Unlocking idiosyncratic alpha
How idiosyncratic return drives alpha beyond what market exposure alone can deliver.
August 15, 2025
Equities Quick takes
Core equities: An attractive option amidst volatility
Core equities offer resilience and balance amid shifting market leadership and rising volatility.
August 1, 2025
Equities Quick takes
A market guide to deregulation
Deregulation could counter policy uncertainty as the U.S. shifts to a pro-growth path.
July 3, 2025
Equities Quick takes
U.S. equities supported by a solid economy
Bad news abounds for equities, yet the S&P 500 hovers near all-time highs, supported by strong fundamentals.
June 27, 2025
Equities
Who will benefit from deregulation?
Deregulation gains traction, creating sector-specific opportunities in a shifting policy landscape.
June 12, 2025
Equities
Winners and losers from the trade war: An equities view
Explore how rising U.S. tariffs are driving sector divergence across the equity market.
May 29, 2025
Equities
Re-evaluating core equities: the forgotten space
Core equities offer resilience in long-term economic challenges and appeal to risk-averse investors.
May 21, 2025
Equities
A growth revival: the start of European exceptionalism?
Europe's fiscal revival sparks questions about U.S. dominance and a shift in market leadership.
March 26, 2025
Result type
Results 31 - 40 of 56
Can small caps rally last? Key macro and policy factors may be lining up in their favor.
August 22, 2025
Can small caps sustain their recent rally? Key macro, policy, and rate factors to watch.
August 20, 2025
How idiosyncratic return drives alpha beyond what market exposure alone can deliver.
August 15, 2025
Core equities offer resilience and balance amid shifting market leadership and rising volatility.
August 1, 2025
Deregulation could counter policy uncertainty as the U.S. shifts to a pro-growth path.
July 3, 2025
Bad news abounds for equities, yet the S&P 500 hovers near all-time highs, supported by strong fundamentals.
June 27, 2025
Deregulation gains traction, creating sector-specific opportunities in a shifting policy landscape.
June 12, 2025
Explore how rising U.S. tariffs are driving sector divergence across the equity market.
May 29, 2025
Core equities offer resilience in long-term economic challenges and appeal to risk-averse investors.
May 21, 2025
Europe's fiscal revival sparks questions about U.S. dominance and a shift in market leadership.
March 26, 2025