4Q 2026
Global Market Perspectives webinar

During the 4Q Global Market Perspectives webinar, Chief Global Strategist Seema Shah will shed light on market dynamics defining the investment landscape through year-end and beyond such as geopolitics, affordability, central bank policy, and AI.

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.
Equities
Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 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.

Quick takes
Global equities find strength beyond AI exposure
AI supports growth, but earnings delivery and structural tailwinds will increasingly drive returns.
October 9, 2026
The next chapter for global office
The global office market is moving past its post-pandemic malaise and entering the early stages of recovery.
October 8, 2026
A Useful Kind of Disconnect: Data Center REITs trading on their own fundamentals, not AI sentiment
PDF
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 9, 2026