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Investment Trends in Focus: Two Views on Public and Private Markets

Author
MSCI Inc
Published
Thu 17 Jul 2025
Episode Link
https://marketsense-podcast.msci.com/Perspectives/2025_0717_Perspectives_e134.mp3

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.

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