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Across asset classes. Sustainability, climate. Each quarter. Focus on what matters.
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Q2 2025
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Investment Trends in Focus: Key Themes for 2025
As the calendar flips to 2025, Chief Research Officer, Ashley Lester and team identify and analyze the key themes that will dominate investor attention this 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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Macro Scenarios in Focus: Soft-Landing Baseline with Downside Risks
The Federal Reserve is signaling only one rate cut this year, compared to signaling three in March, so rates appear bound to remain higher for longer. Against this backdrop, we updated our macroeconomic scenarios to reflect the latest market data.
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Markets in Focus: DeepSeek Shakes up AI and Investment Quality Prevails
U.S. markets declined in the first quarter amid souring consumer sentiment, inflation and tariff headlines and disruption from China’s low-cost DeepSeek model. We explore global markets responses to trade tensions and why investment quality may be a pivotal risk factor in the AI race.
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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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Real Estate in Focus: Bumps on the Road to Recovery
“Survive Until ‘25” was the mantra for global real-estate investors during the prolonged slump — but it turned out to be “Surprise in ’25.” We discuss the new investor caution in commercial real estate, just as the market seemed to be getting back on its feet.
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Real Estate in Focus: 2025 Trends to Watch
The year 2024 marked commercial property’s tentative emergence from the downturn that began in 2022 with the sharp rise in interest rates. MSCI Research explores five key themes for investors to consider in 2025.
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Feb 13, 2025, 1:00 p.m. EST New York
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Feb 11, 2025, 10:00 a.m. GMT London
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Feb 18, 2025, 1:00 p.m. HKT Hong Kong
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Private Capital in Focus: Depressed Distributions, No End in Sight
Private markets are adjusting to a world of depressed distributions, and it looks like LPs hoping for greater liquidity in 2025 may instead need to brace themselves for another dry year.
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Private Capital in Focus: 2025 Trends to Watch
Investors in private markets enter 2025 with USD 2 trillion in dry powder but also challenges such as historically low distribution rates and elevated interest rates. MSCI Research highlights four trends across asset classes that deserve investors’ attention.
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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.
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