Investment Trends in Focus: AI Is Driving Global Markets
MSCI’s Ashley Lester and Axel Kilian unpack a first half where two industry groups drove almost all of the equity market’s gains, why the SpaceX IPO became a real-world test of index methodology and what a fixed income market that never bought the rally may be signalling for the second half of the year.
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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: 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.
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