Perspectives

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?

Last week’s episode left a lot on the cutting-room floor. Here we offer the chance to listen to our complete interview with Jim Costello, chief economist at MSCI Real Assets, where he assesses the commercial real-estate landscape, including the pricing gap between buyers and sellers.

When it comes to commercial real estate, much of the attention of investors and the financial press has focused on the state of the office sector, which has been hurting. And while real concerns exist, there are also potential opportunities across and within the various real-estate sectors.

Inflation is down, but stubborn, and investors are still digesting Fed Chair Jerome Powell’s statements after the latest meeting of the FOMC. We sit down for a one-on-one interview with, Andy Sparks, to assess where we stand in the give and take between central banks and markets.

For global investors, the idea of individual country or market allocations isn’t new. But in today’s world, with a dynamic geopolitical map, the rewiring of supply chains and greater focus on sustainable investing, it may be time for a new approach.

Ashley Lester and team help investors find the connections between — and evaluate the risks and potential opportunities of — AI, geopolitics and the effects of climate change, as well as the growing importance of private capital and continued influence of monetary policy.

While the media focused on the battle over the wording of the final agreement, there was actually a lot of progress that flew further under the radar, but may have a greater impact on investors. Founding director and head of the MSCI Sustainability Institute, Linda-Eling Lee, and Guy Turner, head of MSCI Carbon Markets, share their experiences on the ground in Dubai and what the outcomes may mean for investors.

Listen in on an in-depth discussion about the growing demand for and personalized tax-efficient strategies from wealth-management clients — driven by technological revolution and the coming, intergenerational transfer of wealth.

Richard Hill of Cohen & Steers joins MSCI’s Jim Costello to discuss the changing perceptions of the commercial-property market, from dull and boring to dynamic and complex — and the current set of risks and potential opportunities.

Our quarterly roundtable examines markets and market-moving events to help institutional investors as they determine the best way forward; across asset classes and parsing out differences between developed and emerging markets.