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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
The maturing phase of AI: From enthusiasm to moderation
AI’s next phase may require greater selectivity as regulatory scrutiny and infrastructure constraints rise.
November 13, 2026
Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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Macro views
Quick takes
The maturing phase of AI: From enthusiasm to moderation
AI’s next phase may require greater selectivity as regulatory scrutiny and infrastructure constraints rise.
November 13, 2026
Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
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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 41 - 50 of 120
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
Real estate & private markets
Unlocking data center opportunities through partnership
In today’s market, partnering with top-tier data center providers supports our investment process.
February 2, 2026
Real estate & private markets
Retail’s rebound: The case for selective, institutional conviction
January 29, 2026
Real estate & private markets
Institutional ownership of single-family rentals (SFR): Investor FAQ
The White House released an Executive Order on the ownership of single-family rental (SFR) homes.
January 28, 2026
Real estate & private markets
CRE transaction volumes jump with and without Data Centers
CRE deal activity is rising, signaling renewed confidence and a broadening market recovery.
January 26, 2026
Result type
Results 41 - 50 of 120
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
In today’s market, partnering with top-tier data center providers supports our investment process.
February 2, 2026
January 29, 2026
The White House released an Executive Order on the ownership of single-family rental (SFR) homes.
January 28, 2026
CRE deal activity is rising, signaling renewed confidence and a broadening market recovery.
January 26, 2026