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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.

Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Macro views
Quick takes
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 2026
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Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Macro views
Quick takes
Midterm elections are unlikely to derail the stock market’s course
Midterms may shape policy, but markets are more often driven by economic fundamentals.
September 4, 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 101 - 110 of 441
Real estate & private markets
Consensus Indicators signal a K-shaped recovery in both Europe and the U.S.
InREV data signals moderating sentiment and rising dispersion across real estate markets.
March 25, 2026
Macro views
Middle East conflict: Central bank forecast changes
Middle East tensions lift inflation risks, reshaping our central bank outlooks and markets.
March 23, 2026
Macro views Quick takes
What the oil surge means for the Fed’s path forward
Oil above $100 adds inflation risk, complicating the Fed’s path and rate cut outlook.
March 20, 2026
Macro views
March FOMC meeting: Policy on hold, uncertainty front and center
Fed holds rates as uncertainty rises; inflation risks challenge outlook for cuts.
March 19, 2026
Real estate & private markets
Commercial real estate: Early-cycle advantage as investors reevaluate private credit
CRE enters recovery as private credit risks rise, offering income, clarity, and diversification.
March 19, 2026
Macro views
March ECB meeting: Well-positioned to navigate the uncertainty
The ECB held rates steady again, and is well positioned to navigate any upcoming uncertainty
March 19, 2026
Macro views
Helping small and mid-sized businesses navigate the current economic landscape
March 18, 2026
Macro views Quick takes
Principal Well-Being Index: Firms looking through the sticker shock
Persistent cost pressures are pushing firms toward technology investment and productivity gains.
March 13, 2026
Macro views
Iran conflict triggers a major energy shock
Energy shock hits markets as Iran conflict disrupts oil and LNG flows through the Strait of Hormuz.
March 13, 2026
Real estate & private markets
Five themes shaping global real estate in 2026: European investors’ perspectives
European investor perspectives on the five themes shaping global real estate in 2026.
March 12, 2026
Result type
Results 101 - 110 of 441
InREV data signals moderating sentiment and rising dispersion across real estate markets.
March 25, 2026
Middle East tensions lift inflation risks, reshaping our central bank outlooks and markets.
March 23, 2026
Oil above $100 adds inflation risk, complicating the Fed’s path and rate cut outlook.
March 20, 2026
The ECB held rates steady again, and is well positioned to navigate any upcoming uncertainty
March 19, 2026
Fed holds rates as uncertainty rises; inflation risks challenge outlook for cuts.
March 19, 2026
CRE enters recovery as private credit risks rise, offering income, clarity, and diversification.
March 19, 2026
March 18, 2026
Energy shock hits markets as Iran conflict disrupts oil and LNG flows through the Strait of Hormuz.
March 13, 2026
Persistent cost pressures are pushing firms toward technology investment and productivity gains.
March 13, 2026
European investor perspectives on the five themes shaping global real estate in 2026.
March 12, 2026