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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 71 - 80 of 116
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
Real estate & private markets
Declining construction spending puts commercial real estate in the spotlight
Construction slowdown eases CRE supply pressures, setting the stage for a more stable recovery.
August 4, 2025
Real estate & private markets
Steady returns, strong foundations: The case for commercial real estate debt
The U.S. CRE debt market presents a compelling opportunity for investors, particularly through...
August 1, 2025
Real estate & private markets
Why real estate credit amid continued trade policy uncertainty and U.S. debt concerns?
Real estate credit has the investment profile to maneuver through potential secular changes related to the implementation of tariffs and the growing U.S. debt.
July 31, 2025
Real estate & private markets
U.S. CRE deal volume up 7% in 2Q 2025
U.S. CRE deal volumes rose 13% in 1H25, led by office and senior housing; tax tailwinds offset tariffs.
July 24, 2025
Real estate & private markets
Data center viability requires design flexibility
With the rapid evolution of AI, predicting data center requirements even five years into the future...
July 16, 2025
Real estate & private markets
CRE total returns rise in 2Q25
CRE stabilizes as income drives returns, signaling firmer footing despite market headwinds.
July 15, 2025
Real estate & private markets
The “One Big Beautiful Bill Act” and implications for commercial real estate
The “One Big Beautiful Bill Act” (OBBA), signed into law on July 4, 2025, preserves and strengthens...
July 14, 2025
Result type
Results 71 - 80 of 116
The European industrial and logistics sector has withstood several challenges over the past years.
August 21, 2025
CRE credit holds steady in 2Q25 as lending tightens modestly and market sentiment improves.
August 5, 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
Construction slowdown eases CRE supply pressures, setting the stage for a more stable recovery.
August 4, 2025
The U.S. CRE debt market presents a compelling opportunity for investors, particularly through...
August 1, 2025
Real estate credit has the investment profile to maneuver through potential secular changes related to the implementation of tariffs and the growing U.S. debt.
July 31, 2025
U.S. CRE deal volumes rose 13% in 1H25, led by office and senior housing; tax tailwinds offset tariffs.
July 24, 2025
With the rapid evolution of AI, predicting data center requirements even five years into the future...
July 16, 2025
CRE stabilizes as income drives returns, signaling firmer footing despite market headwinds.
July 15, 2025
The “One Big Beautiful Bill Act” (OBBA), signed into law on July 4, 2025, preserves and strengthens...
July 14, 2025