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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
The maturing phase of AI: From enthusiasm to moderation
AI’s next phase may require greater selectivity as regulatory scrutiny and infrastructure constraints rise.
Today
Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 2026
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Macro views
Quick takes
The maturing phase of AI: From enthusiasm to moderation
AI’s next phase may require greater selectivity as regulatory scrutiny and infrastructure constraints rise.
Today
Macro views
Quick takes
Beyond the election: Fundamentals still drive markets
November 6, 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 281 - 290 of 473
Fixed income
Benefits of robust non-sponsored deal sourcing in middle market direct lending
How non-sponsored transactions are sourced through various channels, each with different characteristics and motivations.
July 21, 2025
Macro views Quick takes
Tariffs: the new status quo
Tariff delays offer hope for trade deals, but lasting uncertainty poses risks for global investors.
July 18, 2025
Real estate & private markets
Data center viability requires design flexibility
With the rapid evolution of AI, predicting data center requirements even five years into the future...
July 16, 2025
Real estate & private markets
CRE total returns rise in 2Q25
CRE stabilizes as income drives returns, signaling firmer footing despite market headwinds.
July 15, 2025
Macro views
June CPI report: Tariff impact materializing
Inflation stays soft despite tariffs, giving the Fed space to delay rate cuts for now.
July 15, 2025
Real estate & private markets
The “One Big Beautiful Bill Act” and implications for commercial real estate
The “One Big Beautiful Bill Act” (OBBA), signed into law on July 4, 2025, preserves and strengthens...
July 14, 2025
Macro views
What’s the Fed watching in CRE?
The minutes of the Federal Reserve’s June 17-18 meeting were released on Wednesday, July 9, 2025...
July 11, 2025
Macro views Quick takes
Global market perspectives: Navigating the path of fiscal sustainability
The “Big Beautiful Bill” boosts growth, but fluctuating tariffs and spending cuts may offset its expansionary impact.
July 11, 2025
Macro views
U.S. Tariffs: The end of the 90-day reprieve...
Tariff clock ticks: U.S. delays deadline, pushes partners to deal or face sharp sectoral hikes.
July 10, 2025
Equities Quick takes
A market guide to deregulation
Deregulation could counter policy uncertainty as the U.S. shifts to a pro-growth path.
July 3, 2025
Result type
Results 281 - 290 of 473
We discuss the eight accretive uses of flexible debt capital.
July 21, 2025
Tariff delays offer hope for trade deals, but lasting uncertainty poses risks for global investors.
July 18, 2025
With the rapid evolution of AI, predicting data center requirements even five years into the future...
July 16, 2025
CRE stabilizes as income drives returns, signaling firmer footing despite market headwinds.
July 15, 2025
Inflation stays soft despite tariffs, giving the Fed space to delay rate cuts for now.
July 15, 2025
The “One Big Beautiful Bill Act” (OBBA), signed into law on July 4, 2025, preserves and strengthens...
July 14, 2025
The “Big Beautiful Bill” boosts growth, but fluctuating tariffs and spending cuts may offset its expansionary impact.
July 11, 2025
The minutes of the Federal Reserve’s June 17-18 meeting were released on Wednesday, July 9, 2025...
July 11, 2025
Tariff clock ticks: U.S. delays deadline, pushes partners to deal or face sharp sectoral hikes.
July 10, 2025
June payrolls showed a decent payroll gain; the Fed remains on course for a late 2025 rate cut.
July 3, 2025