

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

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?

Jun 30, 2022 • 31min
Carbon Footprinting's Giant Step Forward
The world of climate emissions’ measurement and reporting continues to be a moving target, and institutional investors face a number of obstacles. We explore these challenges, the important role of regulation and the Partnership for Carbon Accounting Financials (PCAF) standard.

Jun 16, 2022 • 30min
ECB, FOMC, Find Out What it Means to Me
As inflation continues to plague the EU and U.S. central bankers announced their latest moves to fight back. MSCI experts joined us to discuss policymakers’ options and a range of scenarios investors can consider to help safeguard their portfolios.

May 19, 2022 • 23min
Not Sure Where Climate Risk Ends and Biodiversity Begins? Exactly.
The production of everything from food and clothing to medicines and computer chips depends on natural resources in one way or another. At the same time, forests and other natural ecosystems remove carbon from the atmosphere and remain critical to the development of high-quality credits for offsetting emissions. How are investors confronting and accounting for nature-related risks in their portfolios? We look for answers.

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.


