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.

Discover why a Total Portfolio Approach is gaining traction with asset owners and how holistic management requires advanced tools to align risk and return.