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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
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
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
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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
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Weekly insights in your inbox
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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 31 - 35 of 35
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 - 35 of 35
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