Investment Trends in Focus: Two Views on Public and Private Markets
What are the biggest asset owners and sovereign wealth funds doing in the face of a potential regime shift? MSCI’s chief research officer and chief client officer break down the signals they’re seeing — from “Triple-Red” warnings to the rising appeal of non-U.S. markets — and what it could mean for public and private allocations.
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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: Keeping Pace with the First-Half Market Reshuffle
The first half of 2025 flipped the investment script. Chief Research Officer, Ashley Lester, explores whether these shifts signal a momentary wobble or a tectonic realignment in global investing.
Macro Scenarios in Focus: Stagflation Remains Downside Scenario
Geopolitical tensions and the risk of higher oil prices heighten fears of stagflation, in which a hypothetical multi-asset-class portfolio could lose 12%.
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