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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
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 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.

Bond market sell-off: Higher yields, stronger fundamentals
Government bond yields have recently risen sharply, pushing borrowing costs to their highest levels in years and extending the bond market sell-off. 10-year Treasury yields have moved above 5.2%, their highest level since 2007, while 30-year yields have climbed beyond 5.5%, the highest level since 2004.
September 29, 2026
Quick takes
How AI and geopolitics are unlocking Latin America’s resource potential
Latin America's mineral wealth is set to benefit from the global AI and infrastructure buildout.
September 25, 2026
Are portfolios still missing one of 2026’s strongest trends–international equities?
International stocks outperformed—so why are portfolios still underweight? While headlines continue to focus on mega-cap tech and AI, our Portfolio Intelligence report found something different. Even as international markets outperformed U.S. equities in 2026, many portfolios are: underweight mega-cap stocks within U.S. equities, overweight U.S. equities, and underweight international equities overall. See what more than 700 portfolios reveal about investor positioning, AI exposure, and where opportunities may exist today.
September 25, 2026