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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
Supply-chain fragilities are emerging in tech
Middle East tensions expose hidden semiconductor supply risks, challenging tech resilience.

Actionable insights

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.
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Access timely insights that uncover opportunities, identify risks, and provide unique perspectives. Our teams of specialized experts offer a clear point of view—allowing you to make decisions with confidence.

CRE recovery: intact but increasingly uneven
CRE recovery remains intact, but widening dispersion highlights an increasingly uneven market.
June 26, 2026
Resilient U.S. transaction volumes: +15% YoY in May
U.S. CRE transaction volumes rise 15% YoY in May, with revisions signaling firmer momentum
June 25, 2026
What is tranche thickness, and why does it matter for life insurers?
Understanding the importance of tranche thickness and its impact on insurer risk and portfolios.
June 24, 2026