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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
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.
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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
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Articles Events & replays
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Publications
Author
Results 141 - 150 of 466
Macro views Quick takes
Market implications amid renewed geopolitical uncertainty
Middle East tensions raise energy risks, reinforcing the case for disciplined portfolio diversification.
March 6, 2026
Macro views
February jobs report: Job losses temper labor market stabilization hopes
February payroll losses challenge labor market stability, but underlying conditions remain resilient.
March 6, 2026
Macro views
U.S. & Israel vs. Iran: A sharpening geopolitical fault line
Escalating Middle East conflict drives oil higher, raising risks for inflation, policy, and markets.
March 4, 2026
Macro views
The Trump administration’s affordability plan
Affordability is now a key policy focus, but most proposals face hurdles and limited impact.
March 4, 2026
Real estate & private markets
European CRE total returns accelerate into 2026
European real estate fund returns accelerated into year-end 2025, with selectivity remaining a key driver of performance.
March 3, 2026
Real estate & private markets Quick takes
CRE debt: A strategic complement in private markets
Rising originations and disciplined underwriting support CRE debt in 2026.
February 27, 2026
Macro views
U.S. tariffs: Struck down by the Supreme Court
Supreme Court ruling resets tariffs, but trade policy uncertainty persists for markets.
February 26, 2026
Macro views
Geopolitics in the age of AI
How geopolitical tensions and the AI race could reshape markets and portfolio risk in 2026.
February 25, 2026
Fixed income
Value drivers in lower middle market origination
Lower middle market lending offers resilient deal flow, stable deployment, and strategic origination advantages.
February 25, 2026
Real estate & private markets
Private credit and debt: Resiliency through interest-rate cycles
Solid fundamentals, structure, and long-term discipline combine to make private credit and debt strategies historically resilient across rate cycles.
February 24, 2026
Result type
Results 141 - 150 of 466
Middle East tensions raise energy risks, reinforcing the case for disciplined portfolio diversification.
March 6, 2026
February payroll losses challenge labor market stability, but underlying conditions remain resilient.
March 6, 2026
Affordability is now a key policy focus, but most proposals face hurdles and limited impact.
March 4, 2026
Escalating Middle East conflict drives oil higher, raising risks for inflation, policy, and markets.
March 4, 2026
European real estate fund returns accelerated into year-end 2025, with selectivity remaining a key driver of performance.
March 3, 2026
Rising originations and disciplined underwriting support CRE debt in 2026.
February 27, 2026
Supreme Court ruling resets tariffs, but trade policy uncertainty persists for markets.
February 26, 2026
How geopolitical tensions and the AI race could reshape markets and portfolio risk in 2026.
February 25, 2026
Lower middle market lending offers resilient deal flow, stable deployment, and strategic origination advantages.
February 25, 2026
Solid fundamentals, structure, and long-term discipline combine to make private credit and debt strategies historically resilient across rate cycles.
February 24, 2026