Perspectives

MSCI Inc
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May 18, 2023 • 30min

Is Default in Our Stars?

As discussions continue in Washington, D.C., we examine how markets have handled the uncertainty so far, how such showdowns played out in the past and three “what if” default scenarios.
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May 11, 2023 • 19min

Revenge Spending Starts for the World's Second-Largest Economy

2023 has presented many risks and potential opportunities for investors, including inflation, continued war in Ukraine and China’s lifting of the zero-COVID policy, which allowed people and goods to travel as freely as they did before the pandemic gripped the globe. We look into how it’s gone so far.
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Apr 20, 2023 • 28min

On Climate Change, We Got 99 Solutions; Gotta Try Every One

The news on progress toward climate change and biodiversity goals was not great as Earth Day 2023 approached. But there were some bright spots, including detailed proposals to move forward, increased attention from governments in the form of regulation and a growing awareness from investors that accounting for these issues may be the right thing to do for their portfolios.
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Apr 6, 2023 • 22min

Investors Stick the Landing in Q1 ‘23

While the direct market impact of Russia’s invasion has lessened over time, there have been longer lasting effects that have exacerbated investor concerns around inflation, rising rates and central bank actions around the globe. We examine the issue through a multi-asset-class lens.
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Mar 23, 2023 • 33min

Banks Have Investors Feeling Déjà vu All Over Again

While the direct market impact of Russia’s invasion has lessened over time, there have been longer lasting effects that have exacerbated investor concerns around inflation, rising rates and central bank actions around the globe. We examine the issue through a multi-asset-class lens.
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Mar 9, 2023 • 27min

What Diversity Fatigue? More Women Filled More Firms’ Senior Roles

While the direct market impact of Russia’s invasion has lessened over time, there have been longer lasting effects that have exacerbated investor concerns around inflation, rising rates and central bank actions around the globe. We examine the issue through a multi-asset-class lens.
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Feb 23, 2023 • 27min

The Russia-Ukraine War and the Markets: One Year Later

While the direct market impact of Russia’s invasion has lessened over time, there have been longer lasting effects that have exacerbated investor concerns around inflation, rising rates and central bank actions around the globe. We examine the issue through a multi-asset-class lens.
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Feb 9, 2023 • 28min

Real Estate Investors Brace for Bumpy 2023

Real estate investors entered 2023 facing a very different investment landscape to the one they encountered at the beginning of 2022. We look at the top five trends for real estate investments in 2023.
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Jan 12, 2023 • 25min

Investors Hope Something Changed on New Year's Day

Despite some positive movement in the fourth quarter, 2022 wasn't pretty for many investors. What may be the global trends to watch this year?
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Dec 1, 2022 • 14min

Water, Water Everywhere? Well, Maybe Not for Long

Faced with the undeniable reality of droughts and dry spells from China to the Southwestern U.S. this year, companies and their investors have begun to take the vital issue of water scarcity more seriously.

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