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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
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
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.
September 18, 2026
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Macro views
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
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.
September 18, 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 351 - 360 of 447
Equities
Financials are leveraged for a soft-landing
Positive economic outlook and industry-specific green shoots are setting up the financial sector for a resurgence. With improving credit conditions, loan growth, net margins, and a favorable regulatory environment, financials are poised for earnings growth and investor attention.
December 5, 2024
Fixed income
How to make sense of Emerging Market Debt in a global portfolio
For those considering EMD investments today, despite potential short-term volatility stemming from geopolitical events, we believe the current environment presents one of the most favorable opportunities in the past decade.
December 4, 2024
Fixed income
U.S. election results: Around the world in emerging markets
Analyze the impact of Trump's victory and a 'red sweep' in Congress on markets, with insights into global and regional risks, emerging market debt, and the implications for fiscal, trade, and monetary policy.
November 26, 2024
Real estate & private markets
European logistics: An evolving landscape
A detailed look at the logistics market in Europe and its remarkable transformation over the last decade.
November 26, 2024
Macro views Quick takes
The national debt: What it means for investors
The U.S. national debt is nearing $36 trillion, and interest payments could hit $1.71 trillion by 2034. Mandatory spending continues to squeeze the discretionary budget, raising tough questions about fiscal sustainability.
November 22, 2024
Macro views
Trump’s policy agenda: Where the rubber meets the road
Trump’s policies are aimed at shaking up the U.S. economy and redefining global trade. However, challenges lie ahead, as Republican divisions may stall fiscal initiatives, and proposed tariffs could weigh on growth.
November 15, 2024
Equities Quick takes
Risk assets: Earnings and deregulatory tailwinds are creating a strong backdrop
Earnings growth and the potential for deregulation are setting the stage for a favorable environment for risk assets.
November 15, 2024
Macro views
October CPI report: Neither too hot nor too cold
The October CPI report hit expectations, calming market nerves around inflation as we near the next FOMC meeting. With a 25bps Fed cut still in play, all eyes are on December.
November 13, 2024
Macro views
November FOMC meeting: A policy rate cut in the face of growing uncertainty
The Federal Open Market Committee continued its easing cycle with a 25 basis point cut at its November meeting. While the policy picture for the rest of the year remains relatively clear, investors and the Fed alike still lack clarity on the timing and magnitude of policy proposals, suggesting an extended period of uncertainty around the Fed’s future path for rates.
November 8, 2024
Macro views Quick takes
U.S. Election 2024: Additional uncertainty for the Federal Reserve
Following the Fed's November rate cut, officials signal a cautious approach amidst policy uncertainty under the Trump administration, with potential for a slower pace of future cuts. Learn how evolving fiscal dynamics may shape the Fed's path forward.
November 8, 2024
Result type
Results 351 - 360 of 447
Positive economic outlook and industry-specific green shoots are setting up the financial sector for a resurgence. With improving credit conditions, loan growth, net margins, and a favorable regulatory environment, financials are poised for earnings growth and investor attention.
December 5, 2024
For those considering EMD investments today, despite potential short-term volatility stemming from geopolitical events, we believe the current environment presents one of the most favorable opportunities in the past decade.
December 4, 2024
Analyze the impact of Trump's victory and a 'red sweep' in Congress on markets, with insights into global and regional risks, emerging market debt, and the implications for fiscal, trade, and monetary policy.
November 26, 2024
A detailed look at the logistics market in Europe and its remarkable transformation over the last decade.
November 26, 2024
The U.S. national debt is nearing $36 trillion, and interest payments could hit $1.71 trillion by 2034. Mandatory spending continues to squeeze the discretionary budget, raising tough questions about fiscal sustainability.
November 22, 2024
Trump’s policies are aimed at shaking up the U.S. economy and redefining global trade. However, challenges lie ahead, as Republican divisions may stall fiscal initiatives, and proposed tariffs could weigh on growth.
November 15, 2024
Earnings growth and the potential for deregulation are setting the stage for a favorable environment for risk assets.
November 15, 2024
The October CPI report hit expectations, calming market nerves around inflation as we near the next FOMC meeting. With a 25bps Fed cut still in play, all eyes are on December.
November 13, 2024
Following the Fed's November rate cut, officials signal a cautious approach amidst policy uncertainty under the Trump administration, with potential for a slower pace of future cuts. Learn how evolving fiscal dynamics may shape the Fed's path forward.
November 8, 2024
The Federal Open Market Committee continued its easing cycle with a 25 basis point cut at its November meeting. While the policy picture for the rest of the year remains relatively clear, investors and the Fed alike still lack clarity on the timing and magnitude of policy proposals, suggesting an extended period of uncertainty around the Fed’s future path for rates.
November 8, 2024