Perspectives

In this engaging discussion, Govinda Quish, Head of wealth product at MSCI, and April Rudin, Founder of The Rudin Group, tackle the great wealth transition reshaping the financial landscape. They explore how generational changes influence wealth management, emphasizing the need for tailored, tech-driven solutions. The duo also delves into market uncertainties and the rising importance of private assets. They highlight innovative approaches using AI and scenario analysis to enhance client experiences and meet evolving expectations.

Ian Patrick, Chief Investment Officer of Australian Retirement Trust, and Oleg Ruban, Head of APAC Research at MSCI, dive into the evolving landscape of investment strategies. They discuss the shift to a Total Portfolio Approach, highlighting how climate change and AI are shaping decisions. The duo explores the cultural hurdles in finance that hinder collaboration, emphasizing the need for flexibility and a holistic view of capital allocation. Their insights shed light on why some institutions are embracing this transformative strategy while others remain cautious.

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.

After holding on and repeating the mantra, "stay alive until 2025," six months into the new year, commercial real estate investors find themselves anxious about the way forward. But are there actual signs of distress? Our panel of real estate experts explain.

Questions abound around inflation, interest rates, trade disruption - and beneath it all, fixed-income and derivatives markets adapting at speed. With Treasury auctions stirring unease and a dramatic shift in how global investors are positioning, it's no surprise that bonds and derivatives are back in focus. But the questions are bigger than just "what and where to buy." They're about what tools to use, which risks to hedge and how to think long-term while volatility dominates the conversation.

Luke Flemmer, MSCI's Head of Private Assets, takes listeners on a journey through the evolving landscape of private investments. He highlights the increasing significance of integrating private assets into total portfolios and discusses the historical shifts between public and private markets. The conversation dives into the complexities of liquidity, transparency, and the roles of general and limited partners. Flemmer emphasizes the need for better tools and data to navigate this dynamic environment and make informed investment decisions.

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.