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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.

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
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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
Theme
Publications
Author
Results 311 - 320 of 457
Macro views Quick takes
Tariff whipsaw: Mixed signals and market shocks
Tariff shifts jolt markets again as policy signals drive volatility and investor uncertainty.
April 11, 2025
Macro views
A 90-day tariff reprieve
Markets cheered a 90-day tariff reprieve, but the harsher stance on China keeps uncertainty high.
April 10, 2025
Macro views
March CPI report: Risks delayed, not removed
March's soft inflation report should provide some reassurance to markets, which were rocked in the past week with trade policy-related volatility.
April 10, 2025
Fixed income
Fixed income at the crossroads of trade and trust
Coinciding with the overnight implementation of President Trump’s new tariffs, investors saw U.S. yields jump across the curve to start the day on Wednesday, with the 10-year peaking at 4.5% or +21 bps higher than the prior day’s close.
April 9, 2025
Macro views
March jobs report: Calm before the storm
April 4, 2025
Macro views
Expert perspectives: ‘Liberation Day’ tariffs unpacked
Expert views on how tariffs, inflation, and uncertainty are reshaping equity, fixed income, and real estate.
April 4, 2025
Macro views Quick takes
The macro fallout from ‘Liberation Day’
Tariffs risk reigniting stagflation fears, slashing U.S. growth and lifting inflation back toward 4%.
April 4, 2025
Macro views
Liberation Day: Market uncertainty, global growth concerns, and U.S. recession fears
New U.S. tariffs spark global uncertainty, with major implications for markets and the macro outlook.
April 3, 2025
Macro views Quick takes
Germany’s fiscal shift: A boost to Europe, but U.S. edge remains
Germany’s fiscal boost lifts Europe, but U.S. innovation and growth keep its market edge intact.
March 28, 2025
Macro views
7 reasons why U.S. exceptionalism is only being challenged, not overtaken, by Europe
Explore why U.S. growth and innovation remain dominant, even as Europe gains ground.
March 27, 2025
Result type
Results 311 - 320 of 457
Tariff shifts jolt markets again as policy signals drive volatility and investor uncertainty.
April 11, 2025
Markets cheered a 90-day tariff reprieve, but the harsher stance on China keeps uncertainty high.
April 10, 2025
March's soft inflation report should provide some reassurance to markets, which were rocked in the past week with trade policy-related volatility.
April 10, 2025
Coinciding with the overnight implementation of President Trump’s new tariffs, investors saw U.S. yields jump across the curve to start the day on Wednesday, with the 10-year peaking at 4.5% or +21 bps higher than the prior day’s close.
April 9, 2025
Tariffs risk reigniting stagflation fears, slashing U.S. growth and lifting inflation back toward 4%.
April 4, 2025
April 4, 2025
Expert views on how tariffs, inflation, and uncertainty are reshaping equity, fixed income, and real estate.
April 4, 2025
New U.S. tariffs spark global uncertainty, with major implications for markets and the macro outlook.
April 3, 2025
Germany’s fiscal boost lifts Europe, but U.S. innovation and growth keep its market edge intact.
March 28, 2025
Explore why U.S. growth and innovation remain dominant, even as Europe gains ground.
March 27, 2025