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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.

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
Macro views
Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although that CAPEX may also be reinforcing a higher-for-longer rate environment. The result for investors is a broader opportunity set, highlighted by improved income in bonds, continued support for risk assets, and a greater premium on selectivity.
October 2, 2026
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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
Macro views
Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although that CAPEX may also be reinforcing a higher-for-longer rate environment. The result for investors is a broader opportunity set, highlighted by improved income in bonds, continued support for risk assets, and a greater premium on selectivity.
October 2, 2026
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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 117
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
Real estate & private markets
A European cycle for selectivity
CRE recovery brings uneven returns—selectivity and income will define performance in 2026.
January 22, 2026
Real estate & private markets
CRE vs. housing prices: A normalizing disconnect
CRE returns outpace housing for first time since 2022, signaling a shift in market momentum.
December 4, 2025
Real estate & private markets
Surging European real estate sentiment into 2026
CRE sentiment is rising globally, but dispersion is widening—making selectivity key in 2026.
December 4, 2025
Result type
Results 41 - 50 of 117
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
CRE recovery brings uneven returns—selectivity and income will define performance in 2026.
January 22, 2026
CRE returns outpace housing for first time since 2022, signaling a shift in market momentum.
December 4, 2025
CRE sentiment is rising globally, but dispersion is widening—making selectivity key in 2026.
December 4, 2025