MSCI Quant Breakfast

We are navigating a complex and rapidly changing market environment. Geopolitical developments, trade dynamics, inflation pressures and diverging monetary policies are contributing to heightened uncertainty.

At this event, Ashley Lester, Chief Research Officer at MSCI, will outline key themes influencing global markets in 2025. These include increasing divergence among major economies, the potential market implications of global election cycles, the sustained outperformance of U.S. equities as compared to rest of the world, and the renewed relevance of policy and geopolitical factors such as tariffs.

Building on this foundation, we will provide an overview of how MSCI’s suite of solutions and data can support greater insight into macroeconomic and structural trends. These tools can help bring greater transparency to portfolio exposures by providing additional data-driven perspectives to inform investment analysis and decisions.

The session will close with a networking reception, offering a valuable opportunity to connect with peers, exchange perspectives, and discuss how the broader investment community is responding to today’s challenges. We look forward to welcoming you to this timely and thought-provoking discussion.