Perspectives

Interest in private assets is on the rise, with new participants and new approaches by existing investors expanding and shifting the role private assets play in multi-asset class portfolios. We shine some light on these historically opaque investments.

We host a frank discussion on the state of diversity, inclusion and equality within the investment industry with CalPERS' Simiso Nzima, Michael Barrington-Hibbert, founder of Barrington Hibbert Associates and co-founder of #10000BlackInterns, MSCI’s Head of Index and Chief Responsibility Officer, Diana Tidd and Head of Analytics and Chair of MSCI’s Executive Diversity Council, Jorge Mina.

Pension funds, endowments and other asset owners hold tremendous sway over the entire investment ecosystem. Baer Pettit and Roger Urwin break down the issues holding the attention of these large, global investors.

The investment risks around climate change can be quantified and standardized. We get on the road to COP 26, discussing real solutions with Robert Eccles of the Saïd Business School, University of Oxford and MSCI’s Head of ESG Research, Linda-Eling Lee, at the wheel.

China is known as the world’s factory: Good at assembly, great for improving scale. But high-tech breakthroughs? Our guests, including Nina Xiang of the Chinese Money Network, work to sort truth from fiction.

Did factor performance at the end of 2020 suggest investor optimism in 2021? We explore the question based on the historical relationship between factors and the economic cycle?

Peter Zangari, MSCI's head of research and product development, provides his perspective on where investors were back in March, their current concerns and some words of wisdom as we get ready to turn the page on 2020.

Our journey through the world of global investing continues with a look at the increasingly global focus of fixed-income investors and their search for yield. Next stop: China.

If your home equity market is performing well, why would you look elsewhere for potential opportunities? We search for answers with Raina Oberoi, MSCI's Head of Index Solutions Research for the Americas.

The future of mobility is nothing short of a “revolution,” says Lukas Neckermann, who has researched, written and consulted on the subject for more than 20 years. We discuss the new mobility ecosystem encompassing a diverse range of industries including renewable energy, technology, transportation, travel, infrastructure, entertainment and even public health.