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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
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
Macro views
Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although that CAPEX may also be reinforcing a higher-for-longer rate environment. The result for investors is a broader opportunity set, highlighted by improved income in bonds, continued support for risk assets, and a greater premium on selectivity.
October 2, 2026
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Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
Macro views
Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although that CAPEX may also be reinforcing a higher-for-longer rate environment. The result for investors is a broader opportunity set, highlighted by improved income in bonds, continued support for risk assets, and a greater premium on selectivity.
October 2, 2026
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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 61 - 70 of 455
Real estate & private markets
REIT Market Perspectives - a REIT reawakening
REITs reawaken: strong returns, early-cycle growth, and compelling diversification opportunity
July 6, 2026
Real estate & private markets
Stable income from backbone assets: An institutional investor’s introduction to infrastructure debt
A guide to infrastructure debt, its benefits, risks, and growing investment opportunity.
July 6, 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
Real estate & private markets Quick takes
CRE recovery: intact but increasingly uneven
CRE recovery remains intact, but widening dispersion highlights an increasingly uneven market.
June 26, 2026
Real estate & private markets
Resilient U.S. transaction volumes: +15% YoY in May
U.S. CRE transaction volumes rise 15% YoY in May, with revisions signaling firmer momentum
June 25, 2026
Fixed income
What is tranche thickness, and why does it matter for life insurers?
Understanding the importance of tranche thickness and its impact on insurer risk and portfolios.
June 24, 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
Real estate & private markets
CRE’s recovery masks a widening divide
CRE recovery is intact, but widening dispersion underscores a more uneven path forward.
June 18, 2026
Result type
Results 61 - 70 of 455
A guide to infrastructure debt, its benefits, risks, and growing investment opportunity.
July 6, 2026
REITs reawaken: strong returns, early-cycle growth, and compelling diversification opportunity
July 6, 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
CRE recovery remains intact, but widening dispersion highlights an increasingly uneven market.
June 26, 2026
U.S. CRE transaction volumes rise 15% YoY in May, with revisions signaling firmer momentum
June 25, 2026
Understanding the importance of tranche thickness and its impact on insurer risk and portfolios.
June 24, 2026
CRE recovery is intact, but widening dispersion underscores a more uneven path forward.
June 18, 2026
Fed holds rates but signals a hawkish shift, redefining policy communication and outlook.
June 18, 2026
AI-driven capex and metals demand may sustain inflation even as energy pressures ease and oil
June 18, 2026