Perspectives

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.

Zhen Wei, MSCI’s head of China research, understands what it’s like to navigate from the center of a market crisis. He shares his thoughts on Asian economic and market activity as the region begins to recover and what investors are thinking about as they try and prepare for what comes next.Apple Podcasts.

Some areas of the market performed as expected during the current crisis — others have surprised. Raina Oberoi, head of index solutions research for the Americas, applies a factor- and sector-based lens and shares insight into the ways in which markets are, and are not, exhibiting resilience.Apple Podcasts.

Head of Research and Product Development, Peter Zangari returns to the podcast this week to offer his views and share recent insights on generational change, market volatility across asset classes and opportunities to view the markets through new lenses.Apple Podcasts.

How does this market crisis compare to previous periods of extreme volatility, such as the 2008 global financial crisis? We spoke with Dimitris Melas, who leads MSCI’s core research on equity indexes and analytics, to get his take on the characteristics of the current crisis so far and the signs of recovery seen during past crises.Apple Podcasts.

One effect of the COVID-19 pandemic has been enormous uncertainty for investors. Our weekly podcast is designed to help you navigate the current crisis with insights heard directly from our leading researchers. This episode features MSCI’s Head of Research and Product Development, Peter Zangari and what he’s learned about managing through times of great volatility.Apple Podcasts.