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 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.
Nov 25, 2021 • 25min
Who’s Feeling the Heat After COP26?
What was accomplished in Glasgow, and what does it mean for governments, companies and investors? MSCI's Head of Climate Risk Research, Oliver Marchand, evaluates what happened and what may come next.
Nov 11, 2021 • 30min
The Glasgow Diaries
What’s it really like to attend the UN’s 26th annual climate change conference? How have the committments and pledges played out on the ground? Linda-Eling Lee, MSCI’s Head of ESG Research fills us in during her week in Glasgow, and we sit down with MSCI's ESG Research Editorial Director, Meggin Thwing Eastman, for additional insights and context.
Oct 28, 2021 • 28min
Glasgow Bound: Great Expectations for COP 26
As all eyes turn to Glasgow, we ask High Level Climate Champion for COP, Gonzalo Munoz, what we might see.
Oct 14, 2021 • 37min
Is Fossil-Fuel Divestment the Answer to Climate Change?
What does Chris Ailman, Chief Investment Officer for CalSTRS, the second largest public pension fund in the U.S., think about divestment vs. engagement and the investment risks vs. opportunities when it comes to climate change? Listen to a candid conversation with Chris and MSCI’s CEO, Henry Fernandez.
Oct 5, 2021 • 5min
So, Factor Investors, Why So Defensive? Part 2: Oh, That's Why.
In the wake of the volatility seen over the last few days of the third quarter of 2021, we check back in with Hitendra Varsani about what happened, what may have been behind it and what MSCI’s multi-factor model showed as of Sept. 30, 2021.
