Global Market Perspectives 4Q 2026
Stubbornly intact

Our Quarterly investment outlook highlights the theme and investment implications for the period ahead.

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.
Fixed income
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 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.
Take advantage of our expertise

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 transaction volumes rise again in September 2026
CRE transaction activity accelerated in 3Q26, supported by improving liquidity and investor demand
October 22, 2026
Quick takes
Higher income, broader opportunity
How elevated yields are expanding income opportunities across fixed income markets
October 16, 2026
September CPI: Sticky inflation, but an October hike remains unlikely
September CPI highlights stubborn inflation pressures, though an October Fed hike remains unlikely.
October 14, 2026