

Perspectives
MSCI Inc
From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Episodes
Mentioned books

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.