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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.
September 18, 2026
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.
September 18, 2026
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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Sign up to receive our unique perspectives and timely investment ideas.
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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 442
Macro views
September ECB meeting: A rate cut today, but nothing next month
As was widely expected, the European Central Bank (ECB) decided to cut interest rates for the second time in this cycle, reducing the interest rate on the deposit facility by 25 basis points (bps) to 3.5% today, while rates on the main refinancing operations and the marginal lending facility were decreased to 3.65% and 3.90%, respectively.
September 12, 2024
Macro views
August CPI report: Not the inflation report the market was hoping to see
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
September 11, 2024
Equities Quick takes
Fed easing: Fear rate cuts in a recession, not in a soft landing
History shows that rate cuts themselves are not the enemy—it’s the economic context in which they occur that investors should be paying close attention to.
September 6, 2024
Macro views
August jobs report: The 25bps vs 50bps question
The Fed is set to lower policy rates this month—but August’s labor data has not clarified the question of a 25bps versus 50bps cut.
September 6, 2024
Real estate & private markets
Why it’s (still) a good time to invest in private real estate credit
We believe it’s a good time for debt. Given current market opportunities, private real estate credit looks particularly attractive today.
September 5, 2024
Equities
What Fed rate cuts mean for U.S. equities: A historical perspective
The Fed’s success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities. In our latest market bulletin read more about how a historical perspective should provide investors some optimism for the future of the market.
September 5, 2024
Fixed income Quick takes
Rate cuts: Now may be the time to extend duration
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains.
August 30, 2024
Equities Quick takes
Earnings growth: Supporting markets as volatility subsides
As recent market volatility eases for the time being, investors are refocusing on corporate earnings, which remain strong with the S&P 500 showing a healthy 7.4% growth over the past year.
August 22, 2024
Real estate & private markets Quick takes
Data centers: Poised for a new wave of growth
AI's explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates.
August 16, 2024
Macro views
July CPI report: Inflation is no obstacle to a September rate cut
The July CPI print confirms the recent slower disinflationary trend, all but assuring the start of the Federal Reserve’s cutting cycle in September.
August 14, 2024
Result type
Results 381 - 390 of 442
As was widely expected, the European Central Bank (ECB) decided to cut interest rates for the second time in this cycle, reducing the interest rate on the deposit facility by 25 basis points (bps) to 3.5% today, while rates on the main refinancing operations and the marginal lending facility were decreased to 3.65% and 3.90%, respectively.
September 12, 2024
The August CPI report was slightly higher than expected, dampening market hopes for a 50 basis points Fed cut next week.
September 11, 2024
The Fed is set to lower policy rates this month—but August’s labor data has not clarified the question of a 25bps versus 50bps cut.
September 6, 2024
History shows that rate cuts themselves are not the enemy—it’s the economic context in which they occur that investors should be paying close attention to.
September 6, 2024
The Fed’s success in piloting a soft versus hard landing will play a key role in dictating the path for U.S. equities. In our latest market bulletin read more about how a historical perspective should provide investors some optimism for the future of the market.
September 5, 2024
We believe it’s a good time for debt. Given current market opportunities, private real estate credit looks particularly attractive today.
September 5, 2024
With the Fed likely to begin its rate cutting cycle in September, investors should consider extending duration now in high-quality fixed income to capture potential gains.
August 30, 2024
As recent market volatility eases for the time being, investors are refocusing on corporate earnings, which remain strong with the S&P 500 showing a healthy 7.4% growth over the past year.
August 22, 2024
AI's explosive growth is propelling the data center sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates.
August 16, 2024
The July CPI print confirms the recent slower disinflationary trend, all but assuring the start of the Federal Reserve’s cutting cycle in September.
August 14, 2024