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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.

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.
Subscribe
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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
Explore recent insights
Articles Events & replays
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Publications
Author
Results 41 - 50 of 226
Macro views
Markets rebound as geopolitical shocks follow a familiar script
April’s market rebound follows historical patterns as earnings, macro resilience, and AI support.
May 1, 2026
Macro views
April ECB meeting: In a good position to make the right decision
April 30, 2026
Macro views
April FOMC meeting: Dissent against an easing bias
April 29, 2026
Macro views Quick takes
Improving sentiment and earnings momentum support market strength
Cooling geopolitics and accelerating earnings help equities recover, reinforcing confidence in fundamentals.
April 24, 2026
Macro views
March CPI report: Energy lifts headline; core holding steady (for now)
Energy lifts March CPI to 3.3% while core holds steady, keeping Fed policy cautious
April 13, 2026
Macro views Quick takes
Oil prices threaten the tax tailwind
A tax-driven boost to consumers risks fading as oil prices erode household gains.
April 10, 2026
Macro views
Global Market Perspectives, 2Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
April 8, 2026
Macro views
March jobs report: Whipsawing month to month
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Macro views Quick takes
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
Macro views
The cost of uncertainty for SMBs
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026
Result type
Results 41 - 50 of 226
April’s market rebound follows historical patterns as earnings, macro resilience, and AI support.
May 1, 2026
April 30, 2026
April 29, 2026
Cooling geopolitics and accelerating earnings help equities recover, reinforcing confidence in fundamentals.
April 24, 2026
Energy lifts March CPI to 3.3% while core holds steady, keeping Fed policy cautious
April 13, 2026
A tax-driven boost to consumers risks fading as oil prices erode household gains.
April 10, 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
April 8, 2026
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026