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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
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 321 - 330 of 457
Equities
A growth revival: the start of European exceptionalism?
Europe's fiscal revival sparks questions about U.S. dominance and a shift in market leadership.
March 26, 2025
Equities Quick takes
Market volatility: Could earnings growth revive the rally?
After a strong rally, markets have turned volatile. Can earnings growth sustain momentum amid rising risks?
March 21, 2025
Macro views
March FOMC meeting: Growth slows, inflation rises, Powell reassures
The Fed held rates steady, signaling uncertainty but reaffirming expectations for two cuts in 2025.
March 20, 2025
Macro views
Navigating opportunities in a higher-for-longer market
Exploring strategic income opportunities across asset classes amid a higher-for-longer rate environment
March 18, 2025
Macro views Quick takes
Recession risks: Weighing policy uncertainty and market volatility
Policy shifts and market volatility are fueling recession fears—can the U.S. economy withstand the headwinds?
March 14, 2025
Macro views
Confronting the risk of a policy-driven recession
Policy shifts are rattling markets—is the U.S. heading for recession? We assess the risks and outlook.
March 13, 2025
Macro views
February CPI report: Not yet in the clear
February CPI cooled, easing stagflation fears—but policy risks and tariffs mean we’re not in the clear yet.
March 12, 2025
Real estate & private markets
Four ways to potentially enhance returns through leverage
Leverage is a strategy designed to enhance an investment’s returns. In this web article, we explore leverage with a focus on one piece of the capital stack...
March 11, 2025
Macro views Quick takes
Trade tensions: Navigating market risks
New tariff developments have introduced a fresh wave of market volatility, leaving investors to weigh the implications for global supply chains, corporate profitability, and economic stability.
March 7, 2025
Macro views
March ECB meeting: Data dependence in a world of uncertainty
The ECB's decision to cut rates at its March meeting was no surprise, but path forward is much less certain.
March 6, 2025
Result type
Results 321 - 330 of 457
Europe's fiscal revival sparks questions about U.S. dominance and a shift in market leadership.
March 26, 2025
After a strong rally, markets have turned volatile. Can earnings growth sustain momentum amid rising risks?
March 21, 2025
The Fed held rates steady, signaling uncertainty but reaffirming expectations for two cuts in 2025.
March 20, 2025
Exploring strategic income opportunities across asset classes amid a higher-for-longer rate environment
March 18, 2025
Policy shifts and market volatility are fueling recession fears—can the U.S. economy withstand the headwinds?
March 14, 2025
Policy shifts are rattling markets—is the U.S. heading for recession? We assess the risks and outlook.
March 13, 2025
February CPI cooled, easing stagflation fears—but policy risks and tariffs mean we’re not in the clear yet.
March 12, 2025
Leverage is a strategy designed to enhance an investment’s returns. In this web article, we explore leverage with a focus on one piece of the capital stack...
March 11, 2025
New tariff developments have introduced a fresh wave of market volatility, leaving investors to weigh the implications for global supply chains, corporate profitability, and economic stability.
March 7, 2025
The ECB's decision to cut rates at its March meeting was no surprise, but path forward is much less certain.
March 6, 2025