Perspectives

The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.

How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.

While more countries and companies are making plans for a low-carbon future, emissions are still rising and the deadlines for action are closing in. Enter the carbon markets, where companies can purchase credits to offset their carbon footprint until long-term reduction plans become a reality. We explore these markets and their potential impact on companies and investors.

Our quarterly market analysis, features a robust discussion of the public and private markets, as well as a deep dive and some surprising results from the world of sustainable investing.

Abruptly shutting down all the coal-fired power plants may appeal to some, but there would likely be unintended consequences for investors, as well as plant employees and those who live where the plants are located. We dig into why a managed coal phaseout with specific target dates and actions may create a level of certainty for all involved.

Since ChatGPT's debut less than 18 months ago, artificial intelligence has dominated headlines, and excitement and apprehension now surround its entry into the world of finance and investment. But just what are the expectations and misconceptions?

Last week’s episode left a lot on the cutting-room floor. Here we offer the chance to listen to our complete interview with Jim Costello, chief economist at MSCI Real Assets, where he assesses the commercial real-estate landscape, including the pricing gap between buyers and sellers.

When it comes to commercial real estate, much of the attention of investors and the financial press has focused on the state of the office sector, which has been hurting. And while real concerns exist, there are also potential opportunities across and within the various real-estate sectors.

Inflation is down, but stubborn, and investors are still digesting Fed Chair Jerome Powell’s statements after the latest meeting of the FOMC. We sit down for a one-on-one interview with, Andy Sparks, to assess where we stand in the give and take between central banks and markets.

For global investors, the idea of individual country or market allocations isn’t new. But in today’s world, with a dynamic geopolitical map, the rewiring of supply chains and greater focus on sustainable investing, it may be time for a new approach.