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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
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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 51 - 60 of 469
Real estate & private markets
U.S. CRE Cycle Monitor: 2Q26 – Recovery Intact
We believe that the commercial real estate recovery remains intact and continues to advance.
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
Listed infrastructure
The $106 trillion infrastructure funding gap
Aging assets, growing demand, and funding gaps are driving infrastructure debt growth.
August 13, 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
Equities Quick takes
Why banks could be the next AI beneficiaries
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
Real estate & private markets
What a 5% 10-year Treasury means for commercial real estate
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Fixed income
Four for fixed income: The themes driving bond markets
Bond investors can find opportunity in income, selectivity, and global divergence despite Fed uncertainty and tight spreads.
August 4, 2026
Real estate & private markets
Cutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026
Result type
Results 51 - 60 of 469
We believe that the commercial real estate recovery remains intact and continues to advance.
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
Aging assets, growing demand, and funding gaps are driving infrastructure debt growth.
August 13, 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
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Bond investors can find opportunity in income, selectivity, and global divergence despite Fed uncertainty and tight spreads.
August 4, 2026
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026