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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.

Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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 21 - 30 of 37
Fixed income
U.S. power market in a period of unprecedented growth and transformation
The four key trends transforming U.S. power market opportunities.
September 19, 2025
Fixed income
Private credit: A structural source of lending stability and growth
Private credit’s resilience helps businesses access funding when banks and markets pull back.
August 26, 2025
Fixed income Quick takes
Fixed income: Identifying opportunities amid policy-driven volatility
As 2025 progresses, expect volatility, steady growth, and inflation, with rate cuts benefiting fixed income.
July 25, 2025
Fixed income
Benefits of robust non-sponsored deal sourcing in middle market direct lending
How non-sponsored transactions are sourced through various channels, each with different characteristics and motivations.
July 21, 2025
Fixed income
Benefits of flexible capital
We discuss the eight accretive uses of flexible debt capital.
July 21, 2025
Fixed income Quick takes
Fixed income: Selective opportunity amidst uncertainty
Amid uncertainty, selectivity and solid fundamentals are driving opportunity in fixed income.
April 25, 2025
Fixed income
Fixed income at the crossroads of trade and trust
Coinciding with the overnight implementation of President Trump’s new tariffs, investors saw U.S. yields jump across the curve to start the day on Wednesday, with the 10-year peaking at 4.5% or +21 bps higher than the prior day’s close.
April 9, 2025
Fixed income
The state of fixed income in 2025
Michael Goosay, CIO and Global Head of Fixed Income, talks through what investors can expect from fixed income markets in 2025.
February 18, 2025
Fixed income
Finding opportunity on the horizon
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
December 23, 2024
Fixed income
How to make sense of Emerging Market Debt in a global portfolio
For those considering EMD investments today, despite potential short-term volatility stemming from geopolitical events, we believe the current environment presents one of the most favorable opportunities in the past decade.
December 4, 2024
Result type
Results 21 - 30 of 37
The four key trends transforming U.S. power market opportunities.
September 19, 2025
Private credit’s resilience helps businesses access funding when banks and markets pull back.
August 26, 2025
As 2025 progresses, expect volatility, steady growth, and inflation, with rate cuts benefiting fixed income.
July 25, 2025
We discuss the eight accretive uses of flexible debt capital.
July 21, 2025
How non-sponsored transactions are sourced through various channels, each with different characteristics and motivations.
July 21, 2025
Amid uncertainty, selectivity and solid fundamentals are driving opportunity in fixed income.
April 25, 2025
Coinciding with the overnight implementation of President Trump’s new tariffs, investors saw U.S. yields jump across the curve to start the day on Wednesday, with the 10-year peaking at 4.5% or +21 bps higher than the prior day’s close.
April 9, 2025
Michael Goosay, CIO and Global Head of Fixed Income, talks through what investors can expect from fixed income markets in 2025.
February 18, 2025
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
December 23, 2024
For those considering EMD investments today, despite potential short-term volatility stemming from geopolitical events, we believe the current environment presents one of the most favorable opportunities in the past decade.
December 4, 2024