Perspectives

We get the reasons behind the results of MSCI’s annual review — on Argentina, Turkey, Iceland and other markets — from global head of index solutions and chairman of the MSCI equity index committee, Sebastien Lieblich..

What have we learned from the COVID-19 market crisis? Dimitris Melas, global head of equity research returns to the podcast with his take..

Stress tests can be useful tools for examining potential scenarios for the market’s recovery from the effects of COVID-19. Thomas Verbraken, of MSCI’s risk management solutions team, explains..

Securitized products have been a major focus for investors, and the Fed, during this crisis, just as they were in 2008. How has this market reacted to Washington’s moves this time around? And what is it telling us about what to expect going forward? We speak with David Zhang, MSCI’s head of research on securitized products..

Instead of wondering about the shape of an eventual recovery, what if we focused on its color? In part two of our conversation with head of ESG research, Linda-Eling Lee, we look at potential risks and opportunities post-COVID-19 and ask: What might a “green recovery” look like? Apple Podcasts.

ESG has emerged as a source of resilience for markets during the current crisis. Does this signal a fundamental shift for investors? In part one of a two-part episode, Linda-Eling Lee, global head of ESG research, discusses ESG themes to watch in the post-COVID-19 era. Apple Podcasts.

What guided MSCI’s decision to proceed with the scheduled May semi-annual index review despite recent volatility? Craig Feldman, global head of index management research, shares his thoughts on the answers to these questions, the review’s key takeaways and the value of consistency.Apple Podcasts.

Will employees be keen to return to the office when governments give the go-ahead? Will employers want them to? The outcome could impact commercial real estate valuations, explains Will Robson, global head of real estate solutions research.Apple Podcasts.

What else does the Fed have in its arsenal to help fight the economic effects of COVID-19? Andy Sparks, MSCI’s head of portfolio management research, discusses how the Fed has helped markets keep functioning, as well as the flexibility – and limits – it has as it works to keep laying the groundwork for a “robust as possible” rebound.Apple Podcasts.

Unpredictable pricing. Increasing bid-ask spreads. Uncertainty in U.S. Treasurys. Laszlo Hollo, of the risk management and liquidity core research team, details how sudden and significant volatility threatened to dry up fixed-income markets and what central banks have done to try and refill the well.Apple Podcasts.