Perspectives

2020 brought lockdowns, shuttered businesses, layoffs, a world-wide work-from-home experiment and exposed long-time systemic issues and inequality. We dive into these social issues head first and examine their impact on investors with global ESG editorial director, Meggin Thwing Eastman.

The 40% increase of ESG indexes revealed on last week's episode piqued our curiousity. Why so large a rise? How has it differed across the world? What role have investors and regulators played? We pick up our conversation with Rick Redding, CEO of the Index Industry Association, joined by MSCI’s Head of ESG Index EMEA, Veronique Menou.

Snapshots of the index industry can reflect investors’ focus and provide a window on the investment landscape as a whole. Rick Redding, CEO of the Index Industry Association, reviews their 4th annual survey and its illuminating results.

Given the current economic outlook, some investors are skeptical about equity valuations reminiscent of the late 90s. This week on Perspectives, we ask whether they should be.

Global gateway citiys like Paris, London, Hong Kong and New York provide critical mass, connectivity and economic importance that have appealed to investors and corporate tenants alike. With uncertainty about whether workers will return to the office, has COVID-19 jeopardized the relative dominance of these power cities?

Hitendra Varsani returns with his quarterly analysis of factor performance, including the question of the sustainability of the rally in momentum stocks, the potential opportunity in small caps and new research into the historical impact inflation has had on factors.

From drone package delivery to self-driving cars, autonomous tech has the potential to disrupt a variety of industries, as well as supply chains and the customer experience. Ark Invest analyst, Tasha Keeney joins us to talk about what may be accelerating this trend and what it could mean for investors..

We explore the latest research on climate change, and how investors can work to measure, understand and incorporate new risks — and opportunities — into their portfolios..

The idea of a growth factor premium isn’t new, but it has been difficult to capture in its purest form. What does it take to build a growth factor portfolio and put it to work in today’s markets?.

What happens when a pandemic spreads to rental income, the lifeblood of real estate? We explore how lingering effects from the 2008 global financial crisis, commercial real estate’s cyclical nature and COVID-19 changed the prognosis for real estate investors..