

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

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.

Nov 17, 2022 • 28min
The Loss of Truss in the UK
When Prime Minster Rishi Sunak took over as the country's third prime minister in just two months, he inherited what he referred to as a "profound economic crisis."" We discuss the impact of fiscal and monetary policy on Great Britain and around the world, as markets contend with runaway inflation, high energy prices and geopolitical uncertainty.

Oct 27, 2022 • 27min
Inflation Knocks on Real Estate’s Door
With rising rates and a looming global slowdown in the context of war, climate change and an evolving regulatory environment, MSCI assembled a leading group of experts to provide insight into how investors may look to position themselves to manage risk and capture opportunity in an uncertain world.

Oct 6, 2022 • 23min
Market Risk and Volatility: Trick or Treat?
Markets experienced a brief ray of risk-on light during the third quarter, but investors quickly retreated back into the risk-off shadows as the Fed reasserted its tough stance on taming inflation. We take the temperature of the market and explore where we might be headed.

Sep 9, 2022 • 28min
Central Banks Add Muscle to the Inflation Tug-of-War
We explore the sometimes volatile, push-pull relationship between investors and central banks as each looks to navigate extreme inflation in the U.S., the eurozone and the U.K.

Aug 25, 2022 • 33min
Dorothy Didn’t Say, ‘There’s no Place like the Office’
Investors in commercial real estate are confronting the lingering effects of COVID-19 on what being an "office worker" means. We debate the merits of hybrid work and its impact on companies and investors.

Aug 11, 2022 • 30min
Will Nasdaq's Diversity Rule Be Effective?
Investors have started to see the dollars and cents value of diversity on corporate boards and at all levels of an organization. The new Nasdaq rules seek to advance this cause, but will they work? We explore the question and look to a similar Canadian rule on the books since 2015.

Jul 14, 2022 • 23min
Bulls May Have to Just Grin and Bear It
Inflation, rising rates, ongoing supply chain issues and the worst first half of the year for global equities since the 1970s. What options exist for investors positioning portfolios?