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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.

Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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
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Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
Yesterday
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
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 101 - 110 of 457
Macro views
April ECB meeting: In a good position to make the right decision
April 30, 2026
Macro views
April FOMC meeting: Dissent against an easing bias
April 29, 2026
Fixed income
Consumer delinquencies pose limited risks to financial stability
Rising delinquencies warrant attention, but structural safeguards and bank strength limit systemic risk.
April 29, 2026
Macro views Quick takes
Improving sentiment and earnings momentum support market strength
Cooling geopolitics and accelerating earnings help equities recover, reinforcing confidence in fundamentals.
April 24, 2026
Real estate & private markets
U.S. transaction volumes rise +27% YoY in 1Q26
U.S. CRE transaction volumes jump 27% YoY in 1Q26, signaling broad recovery and rising confidence
April 23, 2026
Real estate & private markets
Where real estate meets infrastructure: The evolution of data center investing
Digital demand meets infrastructure as quality-powered data centers may hedge inflation and income.
April 21, 2026
Real estate & private markets
REITs at new highs: Early expansion, not the end of the cycle
Why new highs in REITs reflect early expansion after a valuation reset, not the end of the real estate cycle.
April 21, 2026
Real estate & private markets
Analyzing the wall of maturities: The plural of anecdotes is not data
Report provides investors a clearer, data‑driven lens for navigating the upcoming maturity wave and supports more selective, informed capital allocation decisions.
April 20, 2026
Fixed income Quick takes
Fixed income: volatility creates opportunity
Volatility is reshaping fixed income, creating opportunities as yields rise and spreads adjust.
April 17, 2026
Macro views
March CPI report: Energy lifts headline; core holding steady (for now)
Energy lifts March CPI to 3.3% while core holds steady, keeping Fed policy cautious
April 13, 2026
Result type
Results 101 - 110 of 457
April 30, 2026
April 29, 2026
Rising delinquencies warrant attention, but structural safeguards and bank strength limit systemic risk.
April 29, 2026
Cooling geopolitics and accelerating earnings help equities recover, reinforcing confidence in fundamentals.
April 24, 2026
U.S. CRE transaction volumes jump 27% YoY in 1Q26, signaling broad recovery and rising confidence
April 23, 2026
Digital demand meets infrastructure as quality-powered data centers may hedge inflation and income.
April 21, 2026
Why new highs in REITs reflect early expansion after a valuation reset, not the end of the real estate cycle.
April 21, 2026
Report provides investors a clearer, data‑driven lens for navigating the upcoming maturity wave and supports more selective, informed capital allocation decisions.
April 20, 2026
Volatility is reshaping fixed income, creating opportunities as yields rise and spreads adjust.
April 17, 2026
Energy lifts March CPI to 3.3% while core holds steady, keeping Fed policy cautious
April 13, 2026