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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.

Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
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
October 16, 2026
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
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Results 31 - 37 of 37
Fixed income
U.S. election results: Around the world in emerging markets
Analyze the impact of Trump's victory and a 'red sweep' in Congress on markets, with insights into global and regional risks, emerging market debt, and the implications for fiscal, trade, and monetary policy.
November 26, 2024
Fixed income Quick takes
Municipal bonds: Extend duration amidst rate cuts
With the technical headwinds expected to ease post-election, and bond yields typically declining during easing cycles, 4Q 2024 may be the optimal time to extend duration in high-quality municipals and lock in attractive, tax-advantaged income.
October 18, 2024
Fixed income Quick takes
Rate cuts: Now may be the time to extend duration
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains.
August 30, 2024
Fixed income Quick takes
High yield: It’s the yield that matters
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness.
August 2, 2024
Fixed income
Shelter out of place
The Fed’s path has caught many investors off-guard this year and continues to create uncertainty and debate. Yet, with leading indicators showing that shelter inflation is likely to decline over coming months, investors should now prepare their portfolios for the coming stages of Fed policy.
May 2, 2024
Fixed income Quick takes
Municipal bonds: Election and tax implications
Although each possible election outcome will likely result in different tax scenarios, municipal bonds are set to maintain their tax-equivalent-yield advantage no matter the outcome.
April 19, 2024
Fixed income
2024 Perspectives: Fixed income investing during an economic slowdown
While 2023 was a volatile year for fixed income markets, 2024 looks more promising, and we anticipate that fixed income will be an attractive asset class as the economic tightening cycle turns into a pause in and an easing of policy.
February 22, 2024
Result type
Results 31 - 37 of 37
Analyze the impact of Trump's victory and a 'red sweep' in Congress on markets, with insights into global and regional risks, emerging market debt, and the implications for fiscal, trade, and monetary policy.
November 26, 2024
With the technical headwinds expected to ease post-election, and bond yields typically declining during easing cycles, 4Q 2024 may be the optimal time to extend duration in high-quality municipals and lock in attractive, tax-advantaged income.
October 18, 2024
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains.
August 30, 2024
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness.
August 2, 2024
The Fed’s path has caught many investors off-guard this year and continues to create uncertainty and debate. Yet, with leading indicators showing that shelter inflation is likely to decline over coming months, investors should now prepare their portfolios for the coming stages of Fed policy.
May 2, 2024
Although each possible election outcome will likely result in different tax scenarios, municipal bonds are set to maintain their tax-equivalent-yield advantage no matter the outcome.
April 19, 2024
While 2023 was a volatile year for fixed income markets, 2024 looks more promising, and we anticipate that fixed income will be an attractive asset class as the economic tightening cycle turns into a pause in and an easing of policy.
February 22, 2024