S&P Global and MSCI report earnings tomorrow (7/28). What I'll be watching: SPGI: Color on Asia growth outlook w/US-China tensions and COVID still hot, and updates on debt issuance forecast after historic 1H MSCI: ESG progress & potential Real Estate product weakness
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It could also increase the demand from asset owners given the need for understanding exposures, scenario analysis around things like disruption to cash flows, vacancy rates for different cities/industries, etc.
True, that's a possibility. On the whole MSCI's report should be a good one with AUM rebounding and exchange futures volumes holding up
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There very well could be short-term concessions and fee breaks for RE products in exchange for longer contracts similar to what IHS Markit did in auto/energy. Seems more likely than a large drop in retention rates.
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