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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
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
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
October 16, 2026
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
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
Explore recent insights
Articles Events & replays
Theme
Publications
Author
Results 41 - 50 of 457
Listed infrastructure
The $106 trillion infrastructure funding gap
Aging assets, growing demand, and funding gaps are driving infrastructure debt growth.
August 13, 2026
Equities Quick takes
Why banks could be the next AI beneficiaries
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
Macro views
July jobs report: A weaker picture gives the Fed some wiggle room
Weak July jobs report eases Fed pressure, but inflation risks still loom.
August 7, 2026
Real estate & private markets
What a 5% 10-year Treasury means for commercial real estate
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Fixed income
Four for fixed income: The themes driving bond markets
Bond investors can find opportunity in income, selectivity, and global divergence despite Fed uncertainty and tight spreads.
August 4, 2026
Macro views Quick takes
The Federal Reserve: a question of credibility
The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
Real estate & private markets
Cutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026
Macro views
July FOMC meeting: A cautious hold with credibility implications
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026
Macro views
Escalating Middle East tensions shift the balance of risk
Higher oil prices and geopolitical risks are testing markets, inflation, and policy outlooks.
July 28, 2026
Macro views
July ECB meeting: A hawkish hold
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026
Result type
Results 41 - 50 of 457
Aging assets, growing demand, and funding gaps are driving infrastructure debt growth.
August 13, 2026
Banks may be an overlooked beneficiary of AI spending and a broadening market leadership backdrop.
August 7, 2026
Weak July jobs report eases Fed pressure, but inflation risks still loom.
August 7, 2026
As Treasury yields near 5%, higher hurdle rates put NOI growth and selectivity in focus.
August 6, 2026
Bond investors can find opportunity in income, selectivity, and global divergence despite Fed uncertainty and tight spreads.
August 4, 2026
The Fed may stay on hold, but rising long-end yields could eventually force its hand.
July 31, 2026
Why lower and core middle market direct lending may outperform despite private credit noise.
July 31, 2026
A divided FOMC and unclear messaging leave investors reassessing the policy outlook.
July 30, 2026
Higher oil prices and geopolitical risks are testing markets, inflation, and policy outlooks.
July 28, 2026
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026