European real estate investors are delaying deals due to US tariff threats, with MSCI data showing low fundraising in Q1 2025. The UK remains Europe's largest market despite slower deal-making, while US investors like TPG and KKR are less active. Japanese and Australian investors are showing interest, but Canadian activity remains unclear. France's Paris market shows recovery, with Blackstone and Gecina securing major deals.

The article highlights two insider buying activities: MSCI's CEO, Henry A. Fernandez, purchased $6.73M worth of shares, and Absci's Chief Innovation Officer, Andreas Busch, bought $152,000 worth of shares. Both companies saw stock price increases on Tuesday.

MSCI's CEO, Henry Fernandez, purchased 12,400 shares of the company's stock for $6.73 million, signaling confidence in MSCI's future. The company reported strong Q2 2025 earnings, including 9.1% revenue growth and 16.3% EPS increase. Analysts upgraded MSCI to 'Outperform' despite challenges in real assets and sustainability, while Spark's AI Analyst rated MSCI as 'Neutral'. The stock's technical sentiment is 'Hold', with a market cap of $42.26B.

Henry Fernandez, CEO of MSCI Inc., recently purchased $6.7 million worth of MSCI shares at $543, increasing his holding by 0.6%. This is the largest insider purchase in the last year, indicating optimism about the stock. MSCI insiders own 3.3% of the company, worth $1.4 billion, suggesting aligned management incentives. However, the company has one warning sign, raising potential risks.

Goldman Sachs strategist Peter Oppenheimer warned in 2024 that US stock valuations were too high and advocated diversifying into international markets. His call proved prescient as global equities outperformed the S&P 500 in 2024, with MSCI’s non-US index rallying 17% compared to 8.6% for the S&P 500. Oppenheimer emphasized the importance of diversification amid shifting market dynamics and geopolitical risks.