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In Focus
Across asset classes. Sustainability, climate. Each quarter. Focus on what matters.
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Q3 2024
Podcast - In Focus
Investment Trends in Focus: Quarterly Roundtable Q3 2024
Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024.
Featured content - In focus
Investment Trends in Focus: Revisiting MSCI’s Five Key Themes for 2024
Chief Research Officer, Ashley Lester and team assess the evolution of the five key themes affecting investors in 2024. What does the landscape look like for the second half of the year?
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Macro Scenarios in Focus
Macro Scenarios in Focus
Markets in Focus
Sustainability and Climate in Focus
Real Estate in Focus
Private Capital in Focus
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Market Scenarios in Focus: Are US Markets Priced for Perfection?
Global forecasters have recently suggested that the world economy is headed for a soft landing. Our latest market stress test looks at how this and other, less benign scenarios could affect a multi-asset-class portfolio in the coming months.
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Markets in Focus: Currency Risk Higher for Global Equity Investors
Currency relationships have been in flux since early 2022. We analyze how these changes have impacted global equities and outline the economic and political events that could influence fixed-income performance over the balance of 2024.
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Sustainability and Climate in Focus: Momentum and Magnificent Seven Tipped the Balance
Performance of the MSCI ACWI ESG and Climate Indexes was a mixed bag over the first five months of 2024, but exposures to momentum, information technology and the Magnificent Seven were important contributors to positive returns.
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ESG and Climate Indexes in Focus
June 26, 2024 at 10 a.m. EST
Register here
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August 8, 2024, 10:00 a.m. BST London, 11:00 a.m. CEST Central Europe
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August 15, 2024, 1:00 p.m. HKT Hong Kong, 2:00 p.m. JST Tokyo, 3:00 p.m. AEST Sydney
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July 30, 2024, 2:00 p.m. EDT New York
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Real Assets in Focus: Are We Nearly There Yet?
Investors are still waiting for a recovery in commercial real estate. We outline the state of play in early 2024 and identify potential signposts for an upturn in the asset class.
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Real Assets in Focus: Grappling with Higher Interest Rates
A rapid rise in interest rates globally rocked the commercial-property market in 2023. We chart the impact on pricing and transaction activity, and discuss what could aid a revival in dealmaking.
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Private Capital in Focus: Q1 Performance and a Dive into Distributions
We summarize the performance of major asset classes based on the latest update of MSCI’s private-funds data universe and explore trends in distributions — a key concern for asset owners.
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Related content - In Focus
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Read moreBarraOne
A multi-asset class, multi-currency risk and performance analytics platform that enables investors to use its risk forecasting model, correlated stress test engine and performance analytics together in an integrated fashion.
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Crowding Solutions
MSCI Crowding solutions examine crowding from multiple dimensions using a range of metrics resulting in standardized scores that can be utilized to assess crowding exposure to quickly identify where crowding risks may be developing—at the security and factor level, and from the hedge fund community—and assess whether adjustments to their exposures are warranted.
Learn moreFixed Income Analytics
MSCI Fixed Income Analytics covers the full range of fixed income instruments, designed to support your investment process across your front and middle office teams, and delivered directly into your existing workflow.
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