In Focus
Essential insights for navigating today’s complex markets — delivered quarterly.

Investment Trends in Focus

Key Themes for 2026

Markets are moving faster than ever. Explore the research revealing and analyzing the key forces that will shape markets in 2026 — and what these forces could mean for investors.

Rebalancing Portfolios in an Unbalanced World

Ashley Lester, chief research officer, and Axel Kilian, chief client officer, explore a transitional period for markets, with geopolitics, AI investment and infrastructure demands set to shape 2026.

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Macro Scenarios in Focus: Central-Bank Credibility and Portfolio Risk

Weakening Federal Reserve credibility could fuel stagflation. We model three macroeconomic scenarios and their impact on a multi-asset-class portfolio.

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MSCI Markets in Motion

Stay ahead of global market trends with timely research-based insights. With data visualizations, expert commentary and educational content all in one place, MSCI Markets in Motion helps investors cut through complexity, build credibility and drive better decisions.