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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
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.
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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
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Results 1 - 10 of 122
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
Fixed income Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Macro views Quick takes
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
Macro views Quick takes
Treasury buybacks meet a structural headwind
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.
August 28, 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
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
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
Equities Quick takes
Equities: Looking beyond the leaders
Concentrated leadership and widening dispersion are reshaping the equity investment landscape.
July 24, 2026
Fixed income Quick takes
Fixed income: Resilient, but more selective
Fixed income enters Q3 strong, but tight spreads and rate volatility demand selectivity and discipline.
July 17, 2026
Result type
Results 1 - 10 of 122
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
September 18, 2026
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
Treasury buybacks may aid liquidity, but rising term premiums remain the key driver of higher yields.
August 28, 2026
Labor markets stabilize as AI adoption rises, supporting growth and demand for skilled talent.
August 21, 2026
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
Concentrated leadership and widening dispersion are reshaping the equity investment landscape.
July 24, 2026
Fixed income enters Q3 strong, but tight spreads and rate volatility demand selectivity and discipline.
July 17, 2026