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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
Explore recent insights
Articles Events & replays
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Publications
Author
Results 291 - 300 of 472
Real estate & private markets
Hotels and offices: From operational upside to demand uncertainty in the age of AI
In the final installment of our AI and real estate series, we focus on two sectors: hotels and offices.
June 30, 2025
Equities Quick takes
U.S. equities supported by a solid economy
Bad news abounds for equities, yet the S&P 500 hovers near all-time highs, supported by strong fundamentals.
June 27, 2025
Macro views
Another risk in 2025: geopolitical conflict
The situation in Iran remains highly fluid, with growing concerns about retaliation and the broader consequences of U.S. involvement.
June 22, 2025
Real estate & private markets Quick takes
The winners and losers of the bifurcated housing market
Normalization in the U.S. housing market offers investment opportunities, especially in commercial real estate.
June 20, 2025
Macro views
CRE Debt Outstanding is up... and an opportunity
In Q1 2025, commercial and multifamily mortgage debt rose 1% to $4.81 trillion, led by REITs and securitizations such as CMBS as well as CRE CLOs, signaling strong debt fund activity.
June 18, 2025
Real estate & private markets
Industrial realignment: Trade, ports, and market shifts
The U.S. industrial sector has been at the center of the debate over deglobalization for the past 5 years...
June 13, 2025
Macro views Quick takes
What’s in store for financial markets in the second half of the year?
Navigating market volatility has been challenging this year; investors should focus on U.S. fundamentals.
June 13, 2025
Equities
Who will benefit from deregulation?
Deregulation gains traction, creating sector-specific opportunities in a shifting policy landscape.
June 12, 2025
Macro views
May CPI report: Still bracing for impact
Inflation stayed soft in May, but tariff-related pressures may still be looming on the horizon.
June 12, 2025
Macro views
May jobs report: Not yet coming apart at the seams
Payrolls increased by 139,000 in May, and the labor market is not yet showing signs of a significant decline.
June 9, 2025
Result type
Results 291 - 300 of 472
In the final installment of our AI and real estate series, we focus on two sectors: hotels and offices.
June 30, 2025
Bad news abounds for equities, yet the S&P 500 hovers near all-time highs, supported by strong fundamentals.
June 27, 2025
The situation in Iran remains highly fluid, with growing concerns about retaliation and the broader consequences of U.S. involvement.
June 22, 2025
Normalization in the U.S. housing market offers investment opportunities, especially in commercial real estate.
June 20, 2025
In Q1 2025, commercial and multifamily mortgage debt rose 1% to $4.81 trillion, led by REITs and securitizations such as CMBS as well as CRE CLOs, signaling strong debt fund activity.
June 18, 2025
The U.S. industrial sector has been at the center of the debate over deglobalization for the past 5 years...
June 13, 2025
Navigating market volatility has been challenging this year; investors should focus on U.S. fundamentals.
June 13, 2025
Inflation stayed soft in May, but tariff-related pressures may still be looming on the horizon.
June 12, 2025
Deregulation gains traction, creating sector-specific opportunities in a shifting policy landscape.
June 12, 2025
Payrolls increased by 139,000 in May, and the labor market is not yet showing signs of a significant decline.
June 9, 2025