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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.

Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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
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Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
Sign up to receive our unique perspectives and timely investment ideas.
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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 1 - 10 of 117
Real estate & private markets
Measuring risk in the private credit markets
The Principal Alternative Credit risk framework which is consistently applied across all middle market transactions to inform our assessment of a borrower’s risk profile expected throughout the life of a loan.
October 14, 2026
Real estate & private markets
U.S. Real Estate Sector Report
Stay ahead in real estate with our U.S. sector report. Discover market trends, sector performance, and future forecasts now.
October 12, 2026
Real estate & private markets
Europe Real Estate Sector Report
Navigate the complexities of the real estate market with our Europe sector report. Key outlooks and conditions at your fingertips.
October 8, 2026
Real estate & private markets
The next chapter for global office
The global office market is moving past its post-pandemic malaise and entering the early stages of recovery.
October 8, 2026
Real estate & private markets
The expanding role of investment grade private credit in institutional portfolios
Explores why investment grade private credit is becoming an increasingly important allocation for institutional investors seeking higher income, diversification, and downside protection.
September 28, 2026
Real estate & private markets
Commercial real estate under higher inflation and interest rates
Why the interaction between inflation and real rates matters more than either variable alone
September 22, 2026
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.
September 18, 2026
Real estate & private markets
The rise of rentership
September 16, 2026
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
Result type
Results 1 - 10 of 117
The Principal Alternative Credit risk framework which is consistently applied across all middle market transactions to inform our assessment of a borrower’s risk profile expected throughout the life of a loan.
October 14, 2026
Stay ahead in real estate with our U.S. sector report. Discover market trends, sector performance, and future forecasts now.
October 12, 2026
The global office market is moving past its post-pandemic malaise and entering the early stages of recovery.
October 8, 2026
Navigate the complexities of the real estate market with our Europe sector report. Key outlooks and conditions at your fingertips.
October 8, 2026
Explores why investment grade private credit is becoming an increasingly important allocation for institutional investors seeking higher income, diversification, and downside protection.
September 28, 2026
Why the interaction between inflation and real rates matters more than either variable alone
September 22, 2026
Explores how real estate credit may help position portfolios for a prolonged period of higher long-term interest rates.
September 18, 2026
September 16, 2026
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