

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 5, 2022 • 27min
Data, Data Everywhere, but Which Drops Should I Drink?
The tsunami of data in all its new forms creates opportunities for investors to gain an edge, but it’s all too easy to drown in it. How can new technology help investors stay afloat?

Apr 21, 2022 • 34min
The Net-Zero Journey Begins with a Single Step
As pressure mounts from their own constituents to decarbonize, institutional investors are looking for the companies they invest in to shift from net-zero pronouncements to concrete net-zero action plans.

Apr 7, 2022 • 36min
Not Your Father’s Stagflation (or Is It?)
The first quarter of 2022 started with concerns about inflation and the potential for low growth — conditions many of today’s investors haven’t seen outside of textbooks. By the end of February, the war in Ukraine had introduced even more volatility. Our latest quarterly check-in digs deep into these issues and more.

Mar 24, 2022 • 22min
Threading the Needle Between Growth and Inflation
The Fed made good on its word, raising rates and setting the stage for more. How has this affected investors in the U.S. and around the world? Have other central banks followed suit?

Mar 10, 2022 • 23min
Ukraine and the Markets, So Far
Fears of stagflation looms large as investors look to the Fed and other central banks and consider the potential effects of the war in Ukraine.

Feb 24, 2022 • 29min
Why we’re still talking about women on boards
Despite agreement on the value of gender diversity for companies, progress on that front has not been as rapid as it should be. We review the real-world impact of MSCI’s latest Women on Boards report findings, and what it may take to accelerate the pace.

Feb 10, 2022 • 34min
Dude, where’s my sustainability?
Why have even sustainability-minded organizations avoided sustainable investment options in their retirement plans? Will regulation, such as proposed rules from the U.S. Department of Labor, move the needle?

Jan 27, 2022 • 19min
Can companies push other companies to reach net-zero by degrees?
In the race to net-zero, a company’s suppliers can be a drag or the wind at their back. What types of influence can corporations, and investors, bring to bear?

Jan 13, 2022 • 35min
Inflation’s flying first class, will global growth find a ride?
Assessing inflation higher than many have seen in their working lives requires looking beyond this single piece of the puzzle.

Dec 9, 2021 • 31min
Climate Issues for Corporate Issuers
With COP26 in the history books, we look ahead to assess the implications for corporate action in 2022, through 2030 and beyond.