The quarter ahead and top asset allocation ideas from our investment specialists moderated by Kiran Inamdar, Head of International Consultant Relations, MSIM.

2025 marked a stagnant period for commercial real estate. Investors began the year anticipating a rebound after two years of declining values, but global value growth reached only 1.5% through the first three quarters1. Persistent inflation,stoked by tariffs, kept the Fed cautious, resulting in higher-than-expected interest rates, elevated property yields and muted transaction activity.

In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.

Learn why we’re maintaining a neutral duration stance across developed markets, why we believe EM sovereign and corporate debt remain a standout opportunity and why we remain underweight in IG credit, as we explore the fixed income market in 2026.