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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.

Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
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Equities
Quick takes
Opportunity demands selectivity
Higher rates and wider dispersion are reshaping the equity investment landscape. 
October 23, 2026
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
Weekly insights in your inbox
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
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Results 351 - 360 of 462
Macro views Quick takes
Fed outlook: A pause, not a stop
The Fed has paused rate cuts, but easing isn’t over. Growth, inflation, and timing uncertainties loom.
January 31, 2025
Macro views
January ECB meeting: From inflation to growth risks
At its January meeting the ECB cuts rates again amid weak growth; further easing is likely as inflation risks fade and U.S. tariffs loom.
January 30, 2025
Real estate & private markets
2025 European hotel market outlook
Real estate has reached a turning point with the European hotel sector providing an attractive entry point in 2025.
January 29, 2025
Macro views
January FOMC meeting: Nothing to see here
The Fed held rates steady at 4.25%-4.50% at its January, awaiting more inflation progress before cutting further. No surprises today.
January 29, 2025
Real estate & private markets
Front runners: The property types more likely to benefit from rising AI adoption
The adoption of AI is poised to reshape the real estate landscape, creating opportunities and challenges across sectors.
January 20, 2025
Fixed income
Finding opportunity on the horizon
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
December 23, 2024
Macro views Quick takes
Fed 2025 outlook: A fragile balancing act
The Federal Reserve lowered rates by 25bps at its December meeting, marking the third consecutive cut. However, with strong economic data, stalled inflation progress, and policy uncertainty from the incoming administration, Fed Chair Powell signaled a slower pace of easing ahead.
December 20, 2024
Macro views
December FOMC meeting: Another rate cut, but policy uncertainty ahead
Strong economic data, stalled inflation progress, and policy uncertainty from the incoming administration, signal a slower pace of easing ahead.
December 18, 2024
Macro views
2025 Perspectives: Optimism through the obstacles
Explore our 2025 Perspectives with insights from top strategists on navigating opportunities amid global challenges. Learn about equities, fixed income, macro trends, and private markets to help guide your investment strategy for the year ahead.
December 17, 2024
Asset allocation Quick takes
Retirement portfolios: Be alert to inflation’s detrimental impact
Age-related price pressures, particularly in healthcare and other essentials, tend to accelerate just as retirees begin to rely more heavily on their savings. For these individuals, preserving purchasing power isn't just a financial goal—it's a necessity.
December 13, 2024
Result type
Results 351 - 360 of 462
The Fed has paused rate cuts, but easing isn’t over. Growth, inflation, and timing uncertainties loom.
January 31, 2025
At its January meeting the ECB cuts rates again amid weak growth; further easing is likely as inflation risks fade and U.S. tariffs loom.
January 30, 2025
The Fed held rates steady at 4.25%-4.50% at its January, awaiting more inflation progress before cutting further. No surprises today.
January 29, 2025
Real estate has reached a turning point with the European hotel sector providing an attractive entry point in 2025.
January 29, 2025
The adoption of AI is poised to reshape the real estate landscape, creating opportunities and challenges across sectors.
January 20, 2025
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
December 23, 2024
The Federal Reserve lowered rates by 25bps at its December meeting, marking the third consecutive cut. However, with strong economic data, stalled inflation progress, and policy uncertainty from the incoming administration, Fed Chair Powell signaled a slower pace of easing ahead.
December 20, 2024
Strong economic data, stalled inflation progress, and policy uncertainty from the incoming administration, signal a slower pace of easing ahead.
December 18, 2024
Explore our 2025 Perspectives with insights from top strategists on navigating opportunities amid global challenges. Learn about equities, fixed income, macro trends, and private markets to help guide your investment strategy for the year ahead.
December 17, 2024
Age-related price pressures, particularly in healthcare and other essentials, tend to accelerate just as retirees begin to rely more heavily on their savings. For these individuals, preserving purchasing power isn't just a financial goal—it's a necessity.
December 13, 2024