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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.

Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
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Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 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 41 - 50 of 230
Macro views
Warsh the reformer: A new era for the Fed
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
May 12, 2026
Macro views
April CPI report: Fed easing is becoming increasingly unlikely in 2026
April CPI shows rising core inflation, strengthening the case for Fed patience and fewer rate cuts ahead.
May 12, 2026
Macro views Quick takes
Principal Well-Being Index: Optimism among businesses in short supply
Small business optimism peaked in early 2024 before falling sharply in 2025 and remaining subdued.
May 8, 2026
Macro views
April jobs report: Solid gains support a Fed holding pattern
Solid April jobs report shows labor resilience, easing recession fears, and supporting Fed patience.
May 8, 2026
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
Result type
Results 41 - 50 of 230
April CPI shows rising core inflation, strengthening the case for Fed patience and fewer rate cuts ahead.
May 12, 2026
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
May 12, 2026
Solid April jobs report shows labor resilience, easing recession fears, and supporting Fed patience.
May 8, 2026
Small business optimism peaked in early 2024 before falling sharply in 2025 and remaining subdued.
May 8, 2026
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