MSCI Quant Breakfast 2026
- May 21, 2026
- 8:30 am. • 12:00 p.m. BST London
- Hyatt Regency London - The Churchill , 30 Portman Square, London, W1H 7BH, United Kingdom
At this event, Ashley Lester, Chief Research Officer at MSCI, will examine the key investment themes shaping global markets in 2026. These include the current influence of geopolitical dynamics, the continued rise of AI-led investment and MSCI’s response. From there, our speakers will demonstrate how MSCI's data and tools can help you tease out idiosyncratic risk, understand and respond to sector rotations and crowding effects, to sharpen positioning in a rapidly shifting environment. You'll also hear how to detect and respond to geopolitical and macro regime shifts, along with a first look at our latest and upcoming AI-powered analytics releases.
We look forward to welcoming you to this timely and thought-provoking discussion.

Agenda
8:30am・ Registration and Networking Breakfast
9:10am・ Opening Remarks
9:15am・ Investment Trends in Focus
Ashley Lester, Chief Research Officer, MSCI
9:45am・ Capital in Motion: Mega Forces, Market Regimes, and the Signals Beneath
Fotios Kassianidis, Executive Director, Indexed Investments, MSCI
10:15am・Coffee Break
10:30am・Geopolitical and Macro Shocks: Detecting, Measuring, and Acting on Regime Shifts
Monika Szikszai, Vice President, Research and Development, MSCI
11:00am・ What’s Next: Understanding Idiosyncratic Risk and MSCI's AI Strategy
Luca Pizzolotto, Vice President, MSCI
11:15am・ Networking with Refreshments
12:00pm・End of event


