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Discover timely analysis that reveals opportunities, highlights risks, and offers distinctive viewpoints.

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
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
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
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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
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 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
Explore recent insights
Articles Events & replays
Theme
Publications
Author
Results 21 - 30 of 235
Macro views
U.S. midterms: Policy implications matter more than political outcomes
Markets may react to politics, but fundamentals remain the key driver of returns.
August 25, 2026
Macro views Quick takes
Principal Well-Being Index: More AI optimism amid existing labor pressures
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.
August 21, 2026
Macro views
Viewpoint: For European investors, public versus private markets is the wrong question
Why European investors should focus on portfolio interactions, not public vs. private markets
August 18, 2026
Macro views
The global layers of the AI investment cycle
AI's global buildout extends beyond U.S. hyperscalers into chips, power, and resources.
August 14, 2026
Macro views
July CPI report: Another benign report, but risks persist
Another benign CPI report, though geopolitical and energy risks could challenge disinflation.
August 13, 2026
Macro views
July jobs report: A weaker picture gives the Fed some wiggle room
Weak July jobs report eases Fed pressure, but inflation risks still loom.
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
Macro views
July FOMC meeting: A cautious hold with credibility implications
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026
Macro views
Escalating Middle East tensions shift the balance of risk
Higher oil prices and geopolitical risks are testing markets, inflation, and policy outlooks.
July 28, 2026
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
Result type
Results 21 - 30 of 235
Markets may react to politics, but fundamentals remain the key driver of returns.
August 25, 2026
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.
August 21, 2026
Why European investors should focus on portfolio interactions, not public vs. private markets
August 18, 2026
AI's global buildout extends beyond U.S. hyperscalers into chips, power, and resources.
August 14, 2026
Another benign CPI report, though geopolitical and energy risks could challenge disinflation.
August 13, 2026
Weak July jobs report eases Fed pressure, but inflation risks still loom.
August 7, 2026
The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026
Higher oil prices and geopolitical risks are testing markets, inflation, and policy outlooks.
July 28, 2026
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026