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Across asset classes. Sustainability, climate. Each quarter. Focus on what matters.
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Q1 2025
Podcast - In Focus
Investment Trends in Focus: Quarterly Roundtable Q3 2024
Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024.
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Investment Trends in Focus: Key Themes for 2025
As the calendar flips to 2025, Chief Research Officer, Ashley Lester and team identify and analyze the key themes that will dominate investor attention this year.
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Macro Scenarios in Focus
Macro Scenarios in Focus
Markets in Focus
Sustainability and Climate in Focus
Real Estate in Focus
Private Capital in Focus
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Macro Scenarios in Focus: Soft-Landing Baseline with Downside Risks
The Federal Reserve is signaling only one rate cut this year, compared to signaling three in March, so rates appear bound to remain higher for longer. Against this backdrop, we updated our macroeconomic scenarios to reflect the latest market data.
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Markets in Focus: Rate Cuts Ripple Through Export-Oriented Markets
Interest-rate uncertainty and restructured trade networks are drawing attention to export-oriented markets. MSCI’s equity models, using foreign-sensitivity exposures, have highlighted wide differences in exporter firms’ performance across regions.
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Sustainability and Climate in Focus: Momentum and Magnificent Seven Tipped the Balance
Performance of the MSCI ACWI ESG and Climate Indexes was a mixed bag over the first five months of 2024, but exposures to momentum, information technology and the Magnificent Seven were important contributors to positive returns.
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ESG and Climate Indexes in Focus
June 26, 2024 at 10 a.m. EST
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Real Estate in Focus: 2025 Trends to Watch
The year 2024 marked commercial property’s tentative emergence from the downturn that began in 2022 with the sharp rise in interest rates. MSCI Research explores five key themes for investors to consider in 2025.
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Feb 13, 2025, 1:00 p.m. EST New York
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Feb 11, 2025, 10:00 a.m. GMT London
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Feb 18, 2025, 1:00 p.m. HKT Hong Kong
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Private Capital in Focus: 2025 Trends to Watch
Investors in private markets enter 2025 with USD 2 trillion in dry powder but also challenges such as historically low distribution rates and elevated interest rates. MSCI Research highlights four trends across asset classes that deserve investors’ attention.
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2024 Trends to Watch in Real Assets
Five critical insights to help navigate challenges ahead.
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AI, extreme weather, corporate oversight and more.
Read moreBarraOne
A multi-asset class, multi-currency risk and performance analytics platform that enables investors to use its risk forecasting model, correlated stress test engine and performance analytics together in an integrated fashion.
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Crowding Solutions
MSCI Crowding solutions examine crowding from multiple dimensions using a range of metrics resulting in standardized scores that can be utilized to assess crowding exposure to quickly identify where crowding risks may be developing—at the security and factor level, and from the hedge fund community—and assess whether adjustments to their exposures are warranted.
Learn moreFixed Income Analytics
MSCI Fixed Income Analytics covers the full range of fixed income instruments, designed to support your investment process across your front and middle office teams, and delivered directly into your existing workflow.
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