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Macro views
Warsh the reformer: A new era for the Fed
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
May 12, 2026
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Fixed income
Rising global bond yields: The test for risk assets
May 21, 2026
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Macro views
Coping with market downturns
May 14, 2026
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
Fixed income: Resilient, but more selective
Fixed income enters Q3 strong, but tight spreads and rate volatility demand selectivity and discipline.
July 17, 2026
Macro views
Quick takes
A new exceptionalism
AI investment cycle powers global growth, extending beyond the U.S. and reshaping diversification
July 10, 2026
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Fixed income
Quick takes
Fixed income: Resilient, but more selective
Fixed income enters Q3 strong, but tight spreads and rate volatility demand selectivity and discipline.
July 17, 2026
Macro views
Quick takes
A new exceptionalism
AI investment cycle powers global growth, extending beyond the U.S. and reshaping diversification
July 10, 2026
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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 381 - 390 of 405
Equities
The ebb and flow of public markets
Chief Investment Officer and Global Head of Equities George Maris attended the 2024 Milken Global Conference, where he spoke on a panel about the significant shifts happening in capital markets as liquidity wanes, capital costs rise, and new technologies add another layer of complexity. 
May 23, 2024
Macro views Quick takes
Takeaways from Milken: U.S. market remains exuberant
We had the opportunity to take part in the 2024 Milken Institute Global Conference recently, and among the key takeaways for capital markets was that despite revised expectations for rate cuts, investor sentiment remains buoyant, largely driven by optimistic interpretations of Federal Reserve language.
May 17, 2024
Macro views
Countering warning signs: Recapping Seema Shah’s panel at the 2024 Milken Global Conference
Recently, I had the opportunity to attend the 2024 Milken Global Conference in Beverly Hills and speak on a panel with a few of my esteemed peers about future financial conditions and the overall health of the U.S. economy.
May 16, 2024
Macro views
April CPI report: Finally, some good inflation news
The April CPI reading delivered the first (slight) downside inflation surprise since the turn of the year, easing niggling concerns that inflation was starting to trend upwards again
May 15, 2024
Equities Quick takes
UK Equities: Global growth at a discount
The current landscape offers a chance to unlock value among strong multinational companies, making this a compelling time to consider select U.K. equities within international/global equity portfolios.
May 9, 2024
Asset allocation Quick takes
Sticky inflation: The tactical and strategic importance of real assets
Historical data and recent trends underscore that real assets not only shield against inflationary pressures but also offer the potential for attractive returns in a more inflation-prone economic environment.
May 3, 2024
Macro views
April jobs report: Finally, some relief
For the first time in several months, the jobs report brought relief to markets. Payroll gains dropped from above 300,000 to 175,000 in April, below market expectations.
May 3, 2024
Fixed income
Shelter out of place
The Fed’s path has caught many investors off-guard this year and continues to create uncertainty and debate. Yet, with leading indicators showing that shelter inflation is likely to decline over coming months, investors should now prepare their portfolios for the coming stages of Fed policy.
May 2, 2024
Macro views
May FOMC meeting: Powell is still a dove at heart
Following a fairly terse opening statement where the Fed noted that there has been a lack of inflation progress of late, Powell’s press conference ultimately delivered a fairly dovish surprise. Chair Powell still expects inflation to decelerate this year and considers it unlikely that the next policy move will be a hike rather than a cut.
May 1, 2024
Macro views Quick takes
Gold: Will it keep its shine?
Gold is shining, and investors should take note of its relative attractiveness, which still has further upside potential, and its advantages as a stable portfolio diversifier.
April 26, 2024
of 405 entries
Results 381 - 390 of 405
Equities
The ebb and flow of public markets
Chief Investment Officer and Global Head of Equities George Maris attended the 2024 Milken Global Conference, where he spoke on a panel about the significant shifts happening in capital markets as liquidity wanes, capital costs rise, and new technologies add another layer of complexity. 
May 23, 2024
Macro views Quick takes
Takeaways from Milken: U.S. market remains exuberant
We had the opportunity to take part in the 2024 Milken Institute Global Conference recently, and among the key takeaways for capital markets was that despite revised expectations for rate cuts, investor sentiment remains buoyant, largely driven by optimistic interpretations of Federal Reserve language.
May 17, 2024
Macro views
Countering warning signs: Recapping Seema Shah’s panel at the 2024 Milken Global Conference
Recently, I had the opportunity to attend the 2024 Milken Global Conference in Beverly Hills and speak on a panel with a few of my esteemed peers about future financial conditions and the overall health of the U.S. economy.
May 16, 2024
Macro views
April CPI report: Finally, some good inflation news
The April CPI reading delivered the first (slight) downside inflation surprise since the turn of the year, easing niggling concerns that inflation was starting to trend upwards again
May 15, 2024
Equities Quick takes
UK Equities: Global growth at a discount
The current landscape offers a chance to unlock value among strong multinational companies, making this a compelling time to consider select U.K. equities within international/global equity portfolios.
May 9, 2024
Asset allocation Quick takes
Sticky inflation: The tactical and strategic importance of real assets
Historical data and recent trends underscore that real assets not only shield against inflationary pressures but also offer the potential for attractive returns in a more inflation-prone economic environment.
May 3, 2024
Macro views
April jobs report: Finally, some relief
For the first time in several months, the jobs report brought relief to markets. Payroll gains dropped from above 300,000 to 175,000 in April, below market expectations.
May 3, 2024
Fixed income
Shelter out of place
The Fed’s path has caught many investors off-guard this year and continues to create uncertainty and debate. Yet, with leading indicators showing that shelter inflation is likely to decline over coming months, investors should now prepare their portfolios for the coming stages of Fed policy.
May 2, 2024
Macro views
May FOMC meeting: Powell is still a dove at heart
Following a fairly terse opening statement where the Fed noted that there has been a lack of inflation progress of late, Powell’s press conference ultimately delivered a fairly dovish surprise. Chair Powell still expects inflation to decelerate this year and considers it unlikely that the next policy move will be a hike rather than a cut.
May 1, 2024
Macro views Quick takes
Gold: Will it keep its shine?
Gold is shining, and investors should take note of its relative attractiveness, which still has further upside potential, and its advantages as a stable portfolio diversifier.
April 26, 2024
of 405 entries