MSCI：2026年中投资趋势更新报告（英文版）

2026 began with geopolitics and technology vying for global market dominance. By midyear and despite extraordinary geopolitical developments, the winning catalyst has emerged: Markets have been overwhelmingly driven by advances in AI. AI dominates effectively all investment themes. Ongoing war in Ukraine and related threats to NATO, the deposition of Venezuela’s Nicolás Maduro and the Iran war that’s caused unprecedented disruption in global oil supplies have all weighed on markets. But the l