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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
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
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Results 171 - 180 of 238
Macro views Quick takes
Trump’s impact on the labor market
The Trump Administration's crackdown on government efficiency and immigration is likely to have a muddying effect on the labor market, further complicating the Fed's job from here.
February 14, 2025
Macro views
Keep an eye on your tech stocks
Investors risk overexposure to tech as market warnings mount—diversification is more crucial than ever.
February 14, 2025
Macro views
January CPI report: Too hot to dismiss
January's CPI report was a wake-up call for markets and the Fed, with inflation running hotter than expected.
February 12, 2025
Macro views
Global growth prospects and opportunities in 2025
Watch as Chief Global Strategist, Seema Shah, discusses what's in store for global markets this year.
February 11, 2025
Macro views
January jobs reports: Weak headline jobs growth masks underlying resilience
January’s jobs report fell short of expectations, with payrolls rising by 143,000, but the details tell a different story.
February 7, 2025
Macro views Quick takes
Trump 2.0: Impact of tariffs on growth and inflation
President Trump kicked off his second term by introducing tariffs on Mexico, Canada, and China, marking a potential shock to growth prospects in each region.
February 7, 2025
Macro views
The opening salvo in Trump trade war two
Trump’s new tariffs on Mexico, Canada, and China are reigniting trade tensions, raising inflation risks and market volatility. What’s next for investors?
February 5, 2025
Macro views
DeepSeek disruption: What it means for investors
DeepSeek’s open-source AI model is shaking up markets, triggering a tech sell-off and raising questions about U.S. AI dominance. What’s next for investors?
February 5, 2025
Macro views Quick takes
Fed outlook: A pause, not a stop
The Fed has paused rate cuts, but easing isn’t over. Growth, inflation, and timing uncertainties loom.
January 31, 2025
Macro views
January ECB meeting: From inflation to growth risks
At its January meeting the ECB cuts rates again amid weak growth; further easing is likely as inflation risks fade and U.S. tariffs loom.
January 30, 2025
Result type
Results 171 - 180 of 238
Investors risk overexposure to tech as market warnings mount—diversification is more crucial than ever.
February 14, 2025
The Trump Administration's crackdown on government efficiency and immigration is likely to have a muddying effect on the labor market, further complicating the Fed's job from here.
February 14, 2025
January's CPI report was a wake-up call for markets and the Fed, with inflation running hotter than expected.
February 12, 2025
Watch as Chief Global Strategist, Seema Shah, discusses what's in store for global markets this year.
February 11, 2025
President Trump kicked off his second term by introducing tariffs on Mexico, Canada, and China, marking a potential shock to growth prospects in each region.
February 7, 2025
January’s jobs report fell short of expectations, with payrolls rising by 143,000, but the details tell a different story.
February 7, 2025
Trump’s new tariffs on Mexico, Canada, and China are reigniting trade tensions, raising inflation risks and market volatility. What’s next for investors?
February 5, 2025
DeepSeek’s open-source AI model is shaking up markets, triggering a tech sell-off and raising questions about U.S. AI dominance. What’s next for investors?
February 5, 2025
The Fed has paused rate cuts, but easing isn’t over. Growth, inflation, and timing uncertainties loom.
January 31, 2025
At its January meeting the ECB cuts rates again amid weak growth; further easing is likely as inflation risks fade and U.S. tariffs loom.
January 30, 2025