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Equities
Beyond American hyperscalers: uncovering AI’s global layers
Exploring the global AI ecosystem, from semiconductors and power to resources and infrastructure.
July 23, 2026
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Equities
3Q 2026 Equity Perspectives
July 14, 2026
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Real estate & private markets
REIT Market Perspectives - a REIT reawakening
July 6, 2026
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
Why banks could be the next AI beneficiaries
 Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
Macro views
Quick takes
The Federal Reserve: a question of credibility
 The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
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Equities
Quick takes
Why banks could be the next AI beneficiaries
 Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
Macro views
Quick takes
The Federal Reserve: a question of credibility
 The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
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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 171 - 180 of 210
Macro views
September jobs report: Not as weak as once thought?
The September jobs report showed a 254,000 monthly job gain, blowing all estimates out of the water. Not only does it suggest that the U.S. labor market is on a stronger footing than most believed, but it also suggests that the Fed does not need to maintain such an aggressive pace of rate cuts.
October 4, 2024
Macro views Quick takes
China: Is this the “whatever it takes” moment?
China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and consumer staples. While market sentiment has improved, the long-term impact will hinge on the actual scale and execution of fiscal policy. Investors are cautiously optimistic, but much depends on how effectively China targets its property sector and broader economy.
October 4, 2024
Macro views
China’s policy measures: a pivotal week?
China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness.
September 27, 2024
Macro views Quick takes
U.S. Federal Reserve policy decision: securing a soft landing
The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. With recession risks receding and a favorable historical pattern during non-recessionary rate cutting periods, investors have reasons to remain cautiously optimistic about the market’s near-term outlook.
September 20, 2024
Macro views
U.S. Federal Reserve – a close call
The Federal Reserve will begin its rate cutting cycle this Wednesday. Market expectations are split between a 25 basis point and a 50 basis point rate cut, as the decision is complicated by conflicting signals of solid economic activity but a weakening labor market.
September 16, 2024
Macro views
September ECB meeting: A rate cut today, but nothing next month
As was widely expected, the European Central Bank (ECB) decided to cut interest rates for the second time in this cycle, reducing the interest rate on the deposit facility by 25 basis points (bps) to 3.5% today, while rates on the main refinancing operations and the marginal lending facility were decreased to 3.65% and 3.90%, respectively.
September 12, 2024
Macro views
August CPI report: Not the inflation report the market was hoping to see
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
September 11, 2024
Macro views
August jobs report: The 25bps vs 50bps question
The Fed is set to lower policy rates this month—but August’s labor data has not clarified the question of a 25bps versus 50bps cut.
September 6, 2024
Macro views
July CPI report: Inflation is no obstacle to a September rate cut
The July CPI print confirms the recent slower disinflationary trend, all but assuring the start of the Federal Reserve’s cutting cycle in September.
August 14, 2024
Macro views
Making sense of market volatility
To help decipher and contextualize the market reaction to the recent volatility, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris, provide some clarity into the current situation and their expectations for the remainder of 2024.
August 9, 2024
of 210 entries
Results 171 - 180 of 210
Macro views Quick takes
China: Is this the “whatever it takes” moment?
China's recent stimulus measures, including monetary easing and a massive fiscal pledge, have sparked a sharp rally in equities, particularly in real estate and consumer staples. While market sentiment has improved, the long-term impact will hinge on the actual scale and execution of fiscal policy. Investors are cautiously optimistic, but much depends on how effectively China targets its property sector and broader economy.
October 4, 2024
Macro views
September jobs report: Not as weak as once thought?
The September jobs report showed a 254,000 monthly job gain, blowing all estimates out of the water. Not only does it suggest that the U.S. labor market is on a stronger footing than most believed, but it also suggests that the Fed does not need to maintain such an aggressive pace of rate cuts.
October 4, 2024
Macro views
China’s policy measures: a pivotal week?
China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness.
September 27, 2024
Macro views Quick takes
U.S. Federal Reserve policy decision: securing a soft landing
The Fed’s aggressive 50 basis point rate cut, while unconventional, reflects a proactive approach to stave off any potential economic weakness. With recession risks receding and a favorable historical pattern during non-recessionary rate cutting periods, investors have reasons to remain cautiously optimistic about the market’s near-term outlook.
September 20, 2024
Macro views
U.S. Federal Reserve – a close call
The Federal Reserve will begin its rate cutting cycle this Wednesday. Market expectations are split between a 25 basis point and a 50 basis point rate cut, as the decision is complicated by conflicting signals of solid economic activity but a weakening labor market.
September 16, 2024
Macro views
September ECB meeting: A rate cut today, but nothing next month
As was widely expected, the European Central Bank (ECB) decided to cut interest rates for the second time in this cycle, reducing the interest rate on the deposit facility by 25 basis points (bps) to 3.5% today, while rates on the main refinancing operations and the marginal lending facility were decreased to 3.65% and 3.90%, respectively.
September 12, 2024
Macro views
August CPI report: Not the inflation report the market was hoping to see
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
September 11, 2024
Macro views
August jobs report: The 25bps vs 50bps question
The Fed is set to lower policy rates this month—but August’s labor data has not clarified the question of a 25bps versus 50bps cut.
September 6, 2024
Macro views
July CPI report: Inflation is no obstacle to a September rate cut
The July CPI print confirms the recent slower disinflationary trend, all but assuring the start of the Federal Reserve’s cutting cycle in September.
August 14, 2024
Macro views Quick takes
Summer time market madness
Despite heightened market volatility driven by recession fears, Big Tech struggles, and technical challenges, underlying fundamentals still suggest limited economic weakness.
August 9, 2024
of 210 entries