4Q 2026 Guide to the Markets
This quarter’s guide explores the outlook for the economy and policy, as well as investment opportunities across asset classes — both public and private.
Four forces shaping M&A heading into year-end
AI disruption, a deep pool of private sellers, strategic industry alignment and rich premiums for scale point to a broader deal cycle ahead.
Global bond yields at multi-decade highs: Implications for consumers, equities and more
Global bond yields have repriced higher on hawkish “higher-for-longer” policy expectations, elevated energy prices and geopolitical uncertainty, reshaping markets into year-end.
