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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
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
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
October 16, 2026
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
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Results 21 - 30 of 117
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
Real estate & private markets
Private markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities.
June 8, 2026
Real estate & private markets
Five forces shaping the data center investment landscape
Data centers offer a compelling opportunity but only for investors with the experience to navigate complexity.
May 27, 2026
Real estate & private markets
Headline ODCE returns mask a selection-driven cycle
ODCE returns improved in 1Q26, but wide dispersion shows real estate remains a selective market.
May 27, 2026
Real estate & private markets
U.S. CRE Cycle Monitor: 1Q26 – Recovery Intact
Despite volatility, we believe the CRE recovery remains intact and gaining momentum.
May 21, 2026
Real estate & private markets
Lending standards hold steady, with early easing at large banks
CRE lending standards stabilize as large banks begin to ease and institutional demand improves.
May 6, 2026
Real estate & private markets Quick takes
Real estate fundamentals remain intact amid geopolitical noise
Geopolitical risks are rising, but real estate fundamentals remain resilient across public and private markets.
May 1, 2026
Real estate & private markets
U.S. transaction volumes rise +27% YoY in 1Q26
U.S. CRE transaction volumes jump 27% YoY in 1Q26, signaling broad recovery and rising confidence
April 23, 2026
Real estate & private markets
Where real estate meets infrastructure: The evolution of data center investing
Digital demand meets infrastructure as quality-powered data centers may hedge inflation and income.
April 21, 2026
Real estate & private markets
REITs at new highs: Early expansion, not the end of the cycle
Why new highs in REITs reflect early expansion after a valuation reset, not the end of the real estate cycle.
April 21, 2026
Result type
Results 21 - 30 of 117
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
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities.
June 8, 2026
ODCE returns improved in 1Q26, but wide dispersion shows real estate remains a selective market.
May 27, 2026
Data centers offer a compelling opportunity but only for investors with the experience to navigate complexity.
May 27, 2026
Despite volatility, we believe the CRE recovery remains intact and gaining momentum.
May 21, 2026
CRE lending standards stabilize as large banks begin to ease and institutional demand improves.
May 6, 2026
Geopolitical risks are rising, but real estate fundamentals remain resilient across public and private markets.
May 1, 2026
U.S. CRE transaction volumes jump 27% YoY in 1Q26, signaling broad recovery and rising confidence
April 23, 2026
Digital demand meets infrastructure as quality-powered data centers may hedge inflation and income.
April 21, 2026
Why new highs in REITs reflect early expansion after a valuation reset, not the end of the real estate cycle.
April 21, 2026