Perspectives

We take a look at the latest research around four key elements of single-factor portfolio construction: investment universe selection, factor definition, portfolio breadth and security weighting..

Advances in artificial intelligence, machine learning and even user interfaces have radically changed the way investors collect, analyze and interact with data, and how they manage portfolios. In fact, every aspect of the investment process has been affected — and COVID-19 has only increased the pace of change..

Brett Winton, head of reserach at ARK Invest, explains how advancements in genomic technologies combined with artificial intelligence have proven invaluable in the fight against COVID-19 — and the profound implications for human health and investors far beyond the current crisis..

Did equity and fixed-income factors perform as expected during the first full quarter of COVID-19’s global spread? Hitendra Varsani, executive director, core equity research, analyzes the results for Q2, and what MSCI’s models showed as the third quarter kicked off..

From cashless transactions to sophisticated tracking, technology has played a major role as China battles the effects of COVID-19. Xiaoshu Wang from the ESG Research team in Beijing discusses investor reaction and efforts to boost the economy in the wake of a second wave..

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.