Investment Trends in Focus: Bonds, Bots and Big IPOs
Ashley Lester and Axel Killian look back on a third quarter when fixed income markets came roaring back into the picture. They argue the jump in U.S. yields looks more like institutional nervousness than an inflation scare, discuss how clients are weighing rising rates against the AI boom and what the SpaceX and Anthropic IPOs could mean for index investors.
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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.
MSCI AI Value Chain Indexes
The MSCI AI Value Chain Indexes span three distinct Layers: physical infrastructure, digital infrastructure and applications.
When Giants Go Public: MSCI's Perspective
MSCI's rules for including large IPOs like SpaceX and OpenAI in GIMI indexes — eligibility criteria, timelines, free-float requirements, and GICS classification.
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