How do you track private equity returns in a liquid, transparent form? Experts from MSCI and Goldman Sachs Asset Management discuss how data and analytics came together with deep industry insights to build the MSCI World Private Equity Return Tracker Index and GSAM's associated ETF.

After a quarter of surprises - from gold's rise to China's rebound - MSCI's Chief Research and Development Officer Ashley Lester and Michelle Shanley, global head of strategic and key accounts, explore how investors are adjusting strategies amid market volatility, technological innovation and the expanding role of private assets in global portfolios.

The great wealth transition has arrived, and with it comes a new client base for wealth managers who demand personalization, tech-driven solutions and portfolios that reflect their values. April Rudin of The Rudin Group, join our own Govinda Quish and Dimtris Melas walk us through these shifts, along with a side trip into the global economic and market environment in which they exist.

Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes to the risk and return of the entire portfolio. In this episode, Oleg Ruban, MSCI's Head of APAC Research, and Ian Patrick, Chief Investment Officer of Australian Retirement Trust, discuss how that shift is taking shape across Asia-Pacific. They explore why some institutions are embracing TPA while others remain cautious, the cultural challenges of breaking down investment silos and how climate goals and AI are reshaping portfolio decisions.

The world's most innovative companies - leaders in AI, fintech, space tech and beyond - are staying private longer and growing bigger before going public. That means much of today's growth story is unfolding out of reach for many investors. In this episode MSCI's Mehdi Alighanbari, Caplight's Javier Avalos and Derek Yan of KraneShares discuss the fast-growing market for venture-backed private companies. They explore how secondary markets, new data, evolving regulation and index-based products are making this once-opaque space more transparent and accessible.

After years of U.S. market dominance, the tide may be turning. MSCI's Ashley Lester and Axel Kilian reveal what they're hearing from global investors—from rising interest in Europe and Asia to growing concerns about currency risk and private equity liquidity. This mid-year check-in offers timely insights into how capital may be repositioning for what's next.

Luke Flemmer, MSCI's head of private assets, provides his views on how the industry, tools and participants stand to evolve as the worlds of public and private investing converge and more investors adopt a total portfolio approach.

Though many of the headlines follow every twist and turn that equities have taken over the last month, fixed income remains an important part of the story. From drivers of inflation to the relative strength of the U.S. dollar and the rise of private credit as a funding source for corporate America, understanding the shifting dynamics is key as investors plot their next move.

As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have seen quite astounding action on both the policy front and in financial markets. MSCI's roundtable of experts provide their unique perspective on it all.

25 years on from the peak of the dot-com bubble, we discuss parallels between today's AI-driven market boom and the dot-com era with MSCI's Donald Sze, exploring market sentiment, lessons from history and implications for investors navigating current dynamics.

From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.

As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating Sector Investing in Portfolio Management," and Vanguard's, Andrey Kotlyarenko, provides a view into how investors put this all into practice.

With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may hold.

Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.

The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.

How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.

While more countries and companies are making plans for a low-carbon future, emissions are still rising and the deadlines for action are closing in. Enter the carbon markets, where companies can purchase credits to offset their carbon footprint until long-term reduction plans become a reality. We explore these markets and their potential impact on companies and investors.

Our quarterly market analysis, features a robust discussion of the public and private markets, as well as a deep dive and some surprising results from the world of sustainable investing.

Abruptly shutting down all the coal-fired power plants may appeal to some, but there would likely be unintended consequences for investors, as well as plant employees and those who live where the plants are located. We dig into why a managed coal phaseout with specific target dates and actions may create a level of certainty for all involved.

Since ChatGPT's debut less than 18 months ago, artificial intelligence has dominated headlines, and excitement and apprehension now surround its entry into the world of finance and investment. But just what are the expectations and misconceptions?