Perspectives

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?

Assessing inflation higher than many have seen in their working lives requires looking beyond this single piece of the puzzle.

With COP26 in the history books, we look ahead to assess the implications for corporate action in 2022, through 2030 and beyond.

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.

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.

As all eyes turn to Glasgow, we ask High Level Climate Champion for COP, Gonzalo Munoz, what we might see.

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.

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.

Concerns over corporate leverage in China, and nervousness about inflation and the direction of interest rates were just a few of the reasons behind the shift toward defensive factors in the third quarter. We analyze performance from three continents, with MSCI’s Hitendra Varsani, Mark Carver and Shuo Xu.

Private assets are not immune to climate-change considerations. Accounting for climate-change risks and opportunities is becoming increasingly important in private equity and debt portfolios.