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Insights

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
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
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Equities
Quick takes
AI grows up: the race from hype to profits
AI adoption is accelerating, but high expectations put earnings, valuations and diversification in focus.
October 30, 2026
Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 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 81 - 90 of 118
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
Real estate & private markets
Hotels and offices: From operational upside to demand uncertainty in the age of AI
In the final installment of our AI and real estate series, we focus on two sectors: hotels and offices.
June 30, 2025
Real estate & private markets Quick takes
The winners and losers of the bifurcated housing market
Normalization in the U.S. housing market offers investment opportunities, especially in commercial real estate.
June 20, 2025
Real estate & private markets
Industrial realignment: Trade, ports, and market shifts
The U.S. industrial sector has been at the center of the debate over deglobalization for the past 5 years...
June 13, 2025
Real estate & private markets
Unseen upside: The commercial rebound nobody called
Housing and CRE split in 2023—now the gap is narrowing, with CRE returns gaining momentum.
June 6, 2025
Real estate & private markets
Leveraging the advantages of 60+ years of private real estate debt experience for clients
Learn about the numerous advantages being a leader in private real estate debt for over 60 years provides our clients.
May 30, 2025
Real estate & private markets
Commercial real estate lending standards stable amid volatility
Read our views on the Fed’s 1Q25 Senior Loan Officer Opinion Survey on Bank Lending Practices.
May 13, 2025
Real estate & private markets Quick takes
REITs: Real yield sensitivity creates strategic opportunity
Listed REITs show resilience as investors seek value, stability, and rate-sensitive upside.
May 2, 2025
Real estate & private markets
U.S. Real Estate Office: Is the worst behind us?
After years of distress, the U.S. office real estate sector may finally be turning a corner.
April 16, 2025
Result type
Results 81 - 90 of 118
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
In the final installment of our AI and real estate series, we focus on two sectors: hotels and offices.
June 30, 2025
Normalization in the U.S. housing market offers investment opportunities, especially in commercial real estate.
June 20, 2025
The U.S. industrial sector has been at the center of the debate over deglobalization for the past 5 years...
June 13, 2025
Housing and CRE split in 2023—now the gap is narrowing, with CRE returns gaining momentum.
June 6, 2025
Learn about the numerous advantages being a leader in private real estate debt for over 60 years provides our clients.
May 30, 2025
Read our views on the Fed’s 1Q25 Senior Loan Officer Opinion Survey on Bank Lending Practices.
May 13, 2025
Listed REITs show resilience as investors seek value, stability, and rate-sensitive upside.
May 2, 2025
After years of distress, the U.S. office real estate sector may finally be turning a corner.
April 16, 2025