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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.
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Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although ...
October 2, 2026

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.

A Useful Kind of Disconnect: Data Center REITs trading on their own fundamentals, not AI sentiment
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As AI demand grows, data center REITs are benefiting from strong fundamentals, including rising demand, limited supply, and stable cash flows, offering a distinct way to gain AI exposure.
October 6, 2026
September jobs report: Taking the steam out of an October hike
October 2, 2026
Quick takes
3Q recap: Resilience is reshaping the outlook
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related investment kept growth intact, although that CAPEX may also be reinforcing a higher-for-longer rate environment. The result for investors is a broader opportunity set, highlighted by improved income in bonds, continued support for risk assets, and a greater premium on selectivity.
October 2, 2026