In FocusEssential insights for navigating today’s complex markets — delivered quarterly.
In Focus
Essential insights for navigating today’s complex markets — delivered quarterly.
Investment Trends in Focus
Investment Trends in Focus
Investment Trends in Focus: Midyear Update 2026
AI, not geopolitics, drove markets in 2026’s first half. But the gains were narrow, and the equity risk premium has hit its lowest point since the dot-com era.

Investment Trends in Focus: Are Investors Uneasy Enough?
Geopolitics, AI disruption and private credit stress converge. Ashley Lester and Axel Kilian explore what investors should be asking right now.

Featured articles and events
Featured articles and events
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.





