Perspectives
Investment Trends in Focus: Rebalancing Portfolios in an Unbalanced World
28:30
Ashley Lester, chief research and development officer, and Axel Kilian, chief client officer, examine a pivotal moment for markets entering 2026. Drawing on MSCI's research, they explore geopolitics, institutional uncertainty, AI investment at scale, market concentration and infrastructure, focusing on the market signals investors should watch.