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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
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
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
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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
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 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 61 - 70 of 113
Real estate & private markets Quick takes
Modern warehouses driving the next phase of industrial growth
Industrial vacancy rises, but modern warehouses remain resilient amid cyclical dislocation.
September 26, 2025
Real estate & private markets
The case for industrial development in the next cycle
Industrial remains a core allocation, but the recovery will be uneven...
September 25, 2025
Real estate & private markets
CRE debt outstanding climbs in lending’s golden era
Robust CRE lending continues in Q2, led by insurers, REITs, and banks amid attractive yield dynamics.
September 25, 2025
Real estate & private markets
CRE in an easing cycle: Why long rates matter more than the Fed
CRE in an easing cycle: Why long rates matter more than the Fed
September 24, 2025
Real estate & private markets
Data center development opportunities in secondary markets
As primary sites tighten, see which secondary markets offer prime data center growth.
September 24, 2025
Real estate & private markets
Stronger European and U.S. sentiment: Fundamentals lead the way
Sentiment rebounds as fundamentals and financing drive momentum in EU and U.S. real estate.
September 10, 2025
Real estate & private markets
Single-sector real estate funds outperform in Europe
Single-sector funds gain ground as fundamentals drive the next phase of European CRE returns.
August 22, 2025
Real estate & private markets
How defense and infrastructure spending impacts European industrial and logistics
The European industrial and logistics sector has withstood several challenges over the past years.
August 21, 2025
Real estate & private markets
2Q25 senior loan officer survey points to resilience in CRE debt
CRE credit holds steady in 2Q25 as lending tightens modestly and market sentiment improves.
August 5, 2025
Real estate & private markets
CRE debt originations surge 66% year-over-year
Commercial real estate lending surged in 2Q25, with originations up 66% YoY and now sitting 50% above their long-term average, per the latest MBA survey.
August 5, 2025
Result type
Results 61 - 70 of 113
Industrial vacancy rises, but modern warehouses remain resilient amid cyclical dislocation.
September 26, 2025
Industrial remains a core allocation, but the recovery will be uneven...
September 25, 2025
Robust CRE lending continues in Q2, led by insurers, REITs, and banks amid attractive yield dynamics.
September 25, 2025
As primary sites tighten, see which secondary markets offer prime data center growth.
September 24, 2025
CRE in an easing cycle: Why long rates matter more than the Fed
September 24, 2025
Sentiment rebounds as fundamentals and financing drive momentum in EU and U.S. real estate.
September 10, 2025
Single-sector funds gain ground as fundamentals drive the next phase of European CRE returns.
August 22, 2025
The European industrial and logistics sector has withstood several challenges over the past years.
August 21, 2025
Commercial real estate lending surged in 2Q25, with originations up 66% YoY and now sitting 50% above their long-term average, per the latest MBA survey.
August 5, 2025
CRE credit holds steady in 2Q25 as lending tightens modestly and market sentiment improves.
August 5, 2025