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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.

Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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
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
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Articles Events & replays
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Publications
Author
Results 131 - 140 of 472
Macro views
March jobs report: Whipsawing month to month
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Macro views Quick takes
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
Equities
Tech’s resilience amid geopolitical tension masks growing supply‑chain fragilities
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
Macro views
The cost of uncertainty for SMBs
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026
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
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
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
Result type
Results 131 - 140 of 472
March jobs rebound masks volatility, leaving Fed weighing softening labor vs rising inflation.
April 3, 2026
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.
April 2, 2026
Tech resilience masks supply-chain risks that could disrupt semis and slow AI deployment.
April 1, 2026
SMBs face rising costs and policy uncertainty, with implications for hiring and growth.
March 27, 2026
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