3Q 2026 Global Market Perspectives
The new exceptionalism

Our quarterly investment outlook highlights the themes 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.
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.
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.

Quick takes
Equities: Looking beyond the leaders
Concentrated leadership and widening dispersion are reshaping the equity investment landscape.
July 24, 2026
July ECB meeting: A hawkish hold
ECB holds rates steady but signals inflation risks may keep further tightening on the table.
July 24, 2026
Banks: The overlooked beneficiary of the AI capital cycle
Why banks could outperform as resilient fundamentals challenge negative market sentiment.
July 23, 2026