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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.

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.
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 31 - 40 of 114
Real estate & private markets
Five themes shaping global real estate in 2026: European investors’ perspectives
European investor perspectives on the five themes shaping global real estate in 2026.
March 12, 2026
Real estate & private markets
Commercial real estate in the age of AI
A framework for understanding AI’s influence on CRE performance and the strategic choices now facing investors.
March 10, 2026
Real estate & private markets
European CRE total returns accelerate into 2026
European real estate fund returns accelerated into year-end 2025, with selectivity remaining a key driver of performance.
March 3, 2026
Real estate & private markets Quick takes
CRE debt: A strategic complement in private markets
Rising originations and disciplined underwriting support CRE debt in 2026.
February 27, 2026
Real estate & private markets
Private credit and debt: Resiliency through interest-rate cycles
Solid fundamentals, structure, and long-term discipline combine to make private credit and debt strategies historically resilient across rate cycles.
February 24, 2026
Real estate & private markets
Private real estate debt and corporate middle market direct lending: Complementary strategies
Private real estate debt and direct lending are complementary strategies that may enhance efficiency
February 23, 2026
Real estate & private markets
Private Real Estate Debt: A banner 2025, with more room to run
We believe CRE debt offers compelling risk-adjusted returns in today’s environment, find out why.
February 13, 2026
Real estate & private markets
The (CRE)covery
RE recovery begins, but uneven markets signal a long cycle defined by selectivity and dispersion.
February 12, 2026
Real estate & private markets
Europe CRE deal volumes finish 2025 flat
European CRE deal volumes held steady in 2025 despite a softer fourth quarter.
February 11, 2026
Real estate & private markets
Lending standards loosen for the first time since 2022
SLOOS shows easing CRE standards and firming demand, setting the stage for price momentum.
February 5, 2026
Result type
Results 31 - 40 of 114
European investor perspectives on the five themes shaping global real estate in 2026.
March 12, 2026
A framework for understanding AI’s influence on CRE performance and the strategic choices now facing investors.
March 10, 2026
European real estate fund returns accelerated into year-end 2025, with selectivity remaining a key driver of performance.
March 3, 2026
Rising originations and disciplined underwriting support CRE debt in 2026.
February 27, 2026
Solid fundamentals, structure, and long-term discipline combine to make private credit and debt strategies historically resilient across rate cycles.
February 24, 2026
Private real estate debt and direct lending are complementary strategies that may enhance efficiency
February 23, 2026
We believe CRE debt offers compelling risk-adjusted returns in today’s environment, find out why.
February 13, 2026
RE recovery begins, but uneven markets signal a long cycle defined by selectivity and dispersion.
February 12, 2026
European CRE deal volumes held steady in 2025 despite a softer fourth quarter.
February 11, 2026
SLOOS shows easing CRE standards and firming demand, setting the stage for price momentum.
February 5, 2026