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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
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
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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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Publications
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Results 21 - 30 of 226
Macro views
July ECB meeting: A hawkish hold
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026
Macro views
June CPI report: A welcome, but temporary, sigh of relief
Inflation eased in June, but energy volatility suggests the relief may prove temporary
July 14, 2026
Macro views Quick takes
A new exceptionalism
AI investment cycle powers global growth, extending beyond the U.S. and reshaping diversification
July 10, 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
Macro views
June jobs report: Softer than expected, but still in balance
June jobs report soft but balanced, with steady labor trends and limited pressure on Fed policy.
July 3, 2026
Macro views Quick takes
2Q recap: Historic rebound amid balanced risks
AI-driven capex and infrastructure sustain growth as policy risks and valuations tighten
July 2, 2026
Macro views
June FOMC meeting: A new era for the Fed
Fed holds rates but signals a hawkish shift, redefining policy communication and outlook.
June 18, 2026
Macro views Quick takes
The growing role of capex in inflation dynamics
AI-driven capex and metals demand may sustain inflation even as energy pressures ease and oil
June 18, 2026
Macro views Quick takes
The five dynamics that are shaping today’s investment landscape
Five forces are reshaping markets, raising the bar for diversification and portfolio construction.
June 12, 2026
Macro views
June ECB meeting: A unanimous decision to hike
ECB delivers its first hike since 2023, signaling persistence of energy-driven inflation pressures ahead.
June 12, 2026
Result type
Results 21 - 30 of 226
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026
Inflation eased in June, but energy volatility suggests the relief may prove temporary
July 14, 2026
AI investment cycle powers global growth, extending beyond the U.S. and reshaping diversification
July 10, 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 2026
June jobs report soft but balanced, with steady labor trends and limited pressure on Fed policy.
July 3, 2026
AI-driven capex and infrastructure sustain growth as policy risks and valuations tighten
July 2, 2026
AI-driven capex and metals demand may sustain inflation even as energy pressures ease and oil
June 18, 2026
Fed holds rates but signals a hawkish shift, redefining policy communication and outlook.
June 18, 2026
Five forces are reshaping markets, raising the bar for diversification and portfolio construction.
June 12, 2026
ECB delivers its first hike since 2023, signaling persistence of energy-driven inflation pressures ahead.
June 12, 2026