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
Fixed income: Resilient, but more selective
Fixed income enters Q3 strong, but tight spreads and rate volatility demand selectivity and discipline.
July 17, 2026
June CPI report: A welcome, but temporary, sigh of relief
Inflation eased in June, but energy volatility suggests the relief may prove temporary
July 14, 2026
3Q 2026 Equity Perspectives
Quarterly equity outlook across sectors, highlighting key trends, risks, and opportunities
July 14, 2026