MSCI Quant Breakfast
- July 10, 2025
- 8:30 a.m. - 11:15 a.m. BST London
- The InterContinental, One Hamilton Place, Park Lane, London, W1J 7QY
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, implications of global election cycles, and 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.
Agenda
8:30 am ・ Registration and Networking Breakfast
9:10 am ・ Opening Remarks
9:15 am ・ Investment Trends in Focus
Ashley Lester, Chief Research Officer, MSCI
9:45 am ・ Markets in Transition: Using MSCI’s Ecosystem to Understand Portfolios
Fotios Kassianidis, Executive Director, EMEA Client Coverage, MSCI
10:15 am ・ Coffee Break
10:30 am ・ Turning Stress Into Strategy: How Investors can Navigate Global Shocks
Monika Szikszai, Vice President, Risk Management Research, MSCI
11:00 am ・ Introduction to MSCI FactorLab
Nicolas Baques Borrell, Associate, Client Coverage, MSCI
11:15 am ・ Networking with Refreshments