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

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.

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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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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.