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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.

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
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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
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
Theme
Publications
Author
Results 1 - 10 of 113
Real estate & private markets
Positioning portfolios for higher long-term interest rates
Explores how real estate credit may help position portfolios for a prolonged period of higher long-term interest rates.
Real estate & private markets
The rise of rentership
Yesterday
Real estate & private markets
Relationship capital as a competitive edge in private credit markets
In an increasingly crowded direct lending market, relationship capital remains a powerful differentiator, influencing transaction access, execution certainty, and long-term investment outcomes.
September 3, 2026
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
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
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
Real estate & private markets
2Q26 U.S. Transaction Volumes Rise +14% YoY
U.S. CRE transaction volumes rise 14% YoY in 2Q26, extending a nine-quarter growth streak.
July 23, 2026
Real estate & private markets
A quantitative framework for estimating CRE cycles
A quantitative framework for understanding the phases of commercial real estate cycle
July 15, 2026
Real estate & private markets
How U.S. middle market direct lending complements and enhances European portfolios
We outline why a complementary allocation to U.S. middle market direct lending may enhance portfolio diversification and potential returns.
July 9, 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
Result type
Results 1 - 10 of 113
Explores how real estate credit may help position portfolios for a prolonged period of higher long-term interest rates.
Yesterday
In an increasingly crowded direct lending market, relationship capital remains a powerful differentiator, influencing transaction access, execution certainty, and long-term investment outcomes.
September 3, 2026
We believe that the commercial real estate recovery remains intact and continues to advance.
August 21, 2026
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026
U.S. CRE transaction volumes rise 14% YoY in 2Q26, extending a nine-quarter growth streak.
July 23, 2026
A quantitative framework for understanding the phases of commercial real estate cycle
July 15, 2026
We outline why a complementary allocation to U.S. middle market direct lending may enhance portfolio diversification and potential returns.
July 9, 2026
A guide to infrastructure debt, its benefits, risks, and growing investment opportunity.
July 6, 2026