Axel Kilian

Chief Client Officer at MSCI focused on client engagement and portfolio-construction needs, providing market and client-perspective commentary during the conversation.

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Jan 22, 2026 • 29min

Investment Trends in Focus: Rebalancing Portfolios in an Unbalanced World

Ashley Lester, Chief Research and Development Officer at MSCI, and Axel Kilian, Chief Client Officer, discuss crucial investment trends as markets approach 2026. They highlight the impact of geopolitics and the rising significance of AI investment. They emphasize that clients are seeking scenario frameworks over mere forecasts. The conversation also delves into concentration risks in portfolios and the growing interest in clean energy to support AI infrastructure. Finally, they compare the divergent strategies of the US and China in AI and energy sectors.

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