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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
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
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
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Macro views
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
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
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Sign up to receive our unique perspectives and timely investment ideas.
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Market insights
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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 191 - 200 of 226
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
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
Macro views
July jobs report: Hoping the Fed hasn’t made a policy mistake
Today’s jobs report for July confirms that the labor market is slowing, all but ensuring a September rate cut.
August 2, 2024
Macro views
July FOMC meeting: The balanced Fed statement should fool no one
While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to be balanced, it’s clear that Fed Chair Jerome Powell and the committee are prepared to begin cutting rates.
July 31, 2024
Macro views Quick takes
U.S. election: Policy and positioning
Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors, and policies, that will drive markets in the period ahead.
July 26, 2024
Result type
Results 191 - 200 of 226
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
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
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
September 11, 2024
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
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
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
Despite heightened market volatility driven by recession fears, Big Tech struggles, and technical challenges, underlying fundamentals still suggest limited economic weakness.
August 9, 2024
Today’s jobs report for July confirms that the labor market is slowing, all but ensuring a September rate cut.
August 2, 2024
While the Federal Open Market Committee (FOMC) kept its benchmark policy rate unchanged yet again, and the tone of the statement and press conference was intended to be balanced, it’s clear that Fed Chair Jerome Powell and the committee are prepared to begin cutting rates.
July 31, 2024
Heading into a contentious U.S. election season, investors need to avoid the noise and remain focused on the factors, and policies, that will drive markets in the period ahead.
July 26, 2024