Investment Trends in Focus: AI, Asset Allocation and Adaptation
Gold outperformed, China surged and investors took stock. In this quarter’s Investment Trends in Focus, MSCI’s Chief Research & Development Officer, Ashley Lester, and Michelle Shanley, global head of strategic and key accounts, share insights into how institutions are responding to volatile markets and technological transformation. They also explore the new opportunities emerging in private assets — revealing what’s driving client conversations and reshaping investment strategies around the world.
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Perspectives Podcast
From equities and fixed income, sustainability and climate change to private assets, such as commercial real estate, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Investment Trends in Focus: Two Views on Public and Private Markets
U.S. equity’s dominance seems to have slipped. MSCI’s Ashley Lester and Axel Kilian unpack the investor pivot.
Markets in Focus: The Price of US Exceptionalism
U.S. equities have weathered repeated shocks over 2025. Our research examines the drivers of their resilience and the outlook for continued dominance.
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