Perspectives

MSCI Inc
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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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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.
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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.
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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.
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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.
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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.

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