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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
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
Yesterday
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
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Macro views
Quick takes
A synchronized, yet shallow, global hiking cycle
Global rate hikes are back, but resilient growth and earnings should keep markets on track.
Yesterday
Fixed income
Quick takes
Private credit: Looking beyond the headlines
Private credit stress is concentrated, creating opportunities where fundamentals remain strong.
September 11, 2026
Weekly insights in your inbox
Sign up to receive our unique perspectives and timely investment ideas.
Subscribe
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Market insights
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 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
Fixed income
3Q 2026 Fixed Income Perspectives
Themes, outlook, and investment implications across global fixed income markets.
July 9, 2026
Macro views
Global Market Perspectives, 3Q 2026
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
July 8, 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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Results 321 - 330 of 442
Macro views
Keep an eye on your tech stocks
Investors risk overexposure to tech as market warnings mount—diversification is more crucial than ever.
February 14, 2025
Macro views Quick takes
Trump’s impact on the labor market
The Trump Administration's crackdown on government efficiency and immigration is likely to have a muddying effect on the labor market, further complicating the Fed's job from here.
February 14, 2025
Real estate & private markets
How data center developers are powering AI
Data center developers face a ‘perfect storm’: massive demand for data center capacity, driving demand for power, in an environment in which getting power to the data center takes longer than ever.
February 13, 2025
Asset allocation
Retirement ready: The power of target date funds
Target Date Funds simplify retirement investing with automatic risk management, professional oversight, and diversification.
February 12, 2025
Macro views
January CPI report: Too hot to dismiss
January's CPI report was a wake-up call for markets and the Fed, with inflation running hotter than expected.
February 12, 2025
Macro views
Global growth prospects and opportunities in 2025
Watch as Chief Global Strategist, Seema Shah, discusses what's in store for global markets this year.
February 11, 2025
Macro views Quick takes
Trump 2.0: Impact of tariffs on growth and inflation
President Trump kicked off his second term by introducing tariffs on Mexico, Canada, and China, marking a potential shock to growth prospects in each region.
February 7, 2025
Macro views
January jobs reports: Weak headline jobs growth masks underlying resilience
January’s jobs report fell short of expectations, with payrolls rising by 143,000, but the details tell a different story.
February 7, 2025
Macro views
The opening salvo in Trump trade war two
Trump’s new tariffs on Mexico, Canada, and China are reigniting trade tensions, raising inflation risks and market volatility. What’s next for investors?
February 5, 2025
Macro views
DeepSeek disruption: What it means for investors
DeepSeek’s open-source AI model is shaking up markets, triggering a tech sell-off and raising questions about U.S. AI dominance. What’s next for investors?
February 5, 2025
Result type
Results 321 - 330 of 442
Investors risk overexposure to tech as market warnings mount—diversification is more crucial than ever.
February 14, 2025
The Trump Administration's crackdown on government efficiency and immigration is likely to have a muddying effect on the labor market, further complicating the Fed's job from here.
February 14, 2025
Data center developers face a ‘perfect storm’: massive demand for data center capacity, driving demand for power, in an environment in which getting power to the data center takes longer than ever.
February 13, 2025
Target Date Funds simplify retirement investing with automatic risk management, professional oversight, and diversification.
February 12, 2025
January's CPI report was a wake-up call for markets and the Fed, with inflation running hotter than expected.
February 12, 2025
Watch as Chief Global Strategist, Seema Shah, discusses what's in store for global markets this year.
February 11, 2025
President Trump kicked off his second term by introducing tariffs on Mexico, Canada, and China, marking a potential shock to growth prospects in each region.
February 7, 2025
January’s jobs report fell short of expectations, with payrolls rising by 143,000, but the details tell a different story.
February 7, 2025
Trump’s new tariffs on Mexico, Canada, and China are reigniting trade tensions, raising inflation risks and market volatility. What’s next for investors?
February 5, 2025
DeepSeek’s open-source AI model is shaking up markets, triggering a tech sell-off and raising questions about U.S. AI dominance. What’s next for investors?
February 5, 2025