Perspectives
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.
- Update frequency
- every 16 days
- Average duration
- 24 minutes
- Episodes
- 137
- Years Active
- 2020 - 2025
The Portfolio Pie, Reimagined
Globally, investors are rethinking the "pie chart" of traditional asset allocation. Many are adopting the total portfolio approach (TPA) - a holistic way of assessing how every investment contributes…
00:27:21 |
Fri 12 Sep 2025
Secondaries First: Accessing Innovation Before the IPO
The world's most innovative companies - leaders in AI, fintech, space tech and beyond - are staying private longer and growing bigger before going public. That means much of today's growth story is u…
00:33:48 |
Thu 21 Aug 2025
Investment Trends in Focus: Two Views on Public and Private Markets
After years of U.S. market dominance, the tide may be turning. MSCI's Ashley Lester and Axel Kilian reveal what they're hearing from global investors—from rising interest in Europe and Asia to growin…
00:37:10 |
Thu 17 Jul 2025
Real Estate Investors Ask, "Et Tu, 2025?"
After holding on and repeating the mantra, "stay alive until 2025," six months into the new year, commercial real estate investors find themselves anxious about the way forward. But are there actual …
00:33:22 |
Wed 18 Jun 2025
Yield Games: Bonds, Swaps and Strategy
Questions abound around inflation, interest rates, trade disruption - and beneath it all, fixed-income and derivatives markets adapting at speed. With Treasury auctions stirring unease and a dramatic…
00:38:21 |
Fri 06 Jun 2025
From Private to Prominent: The Asset Class Everyone's Watching
Luke Flemmer, MSCI's head of private assets, provides his views on how the industry, tools and participants stand to evolve as the worlds of public and private investing converge and more investors a…
00:34:34 |
Thu 08 May 2025
Who's Afraid of the Big, Bad Bond Market?
Though many of the headlines follow every twist and turn that equities have taken over the last month, fixed income remains an important part of the story. From drivers of inflation to the relative s…
00:24:38 |
Thu 24 Apr 2025
Investment Trends in Focus: Quarterly Roundtable Q2 2025
As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have see…
00:38:29 |
Thu 10 Apr 2025
From Dot-com to Dot-AI: Is History Repeating?
25 years on from the peak of the dot-com bubble, we discuss parallels between today's AI-driven market boom and the dot-com era with MSCI's Donald Sze, exploring market sentiment, lessons from histor…
00:16:56 |
Thu 27 Mar 2025
Tariff-ied Markets: What Investors Need to Know
Trade tensions are rising - what does this mean for investors? MSCI's Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rate…
00:28:42 |
Thu 27 Feb 2025
Location, Location... Allocation: Real Estate's Shifting Landscape
Real estate is resetting - but not everywhere and not all at once. Tom Leahy and Ben Chow, the EMEA and APAC heads of real-estate research at MSCI, unpack 2025's key trends, from interest rates to AI…
00:37:12 |
Thu 13 Feb 2025
Sweet 16: Have Bitcoin and Other Digital Assets Come of Age?
The first Bitcoin was mined on Jan. 3, 2009. Since then, much of the story has been about volatility, speculation and retail investors. But our guests - including MSCI's Padmakar Kulkarni, Barbara Sc…
00:32:47 |
Thu 30 Jan 2025
Investment Trends in Focus: Quarterly Roundtable Q1 2025
The dominance of the U.S. showed no signs of waning as the year began. But what will investors be watching as they seek to steady an unbalanced world? Our quarterly panel breaks down the potential ef…
00:50:36 |
Thu 16 Jan 2025
How Are You Fixed for Fixed Income for 2025?
With fixed-income investors still recovering from a year that arguably saw nearly every cycle of the market, we look ahead to 2025 across sectors, including sustainability-linked bonds, securitized p…
00:40:06 |
Thu 05 Dec 2024
Two Takes on the Future of Risk
When it comes to managing portfolios, the role of risk, and risk managers continues to evolve. We hear from two industry leaders, recently returned from the MSCI Analytics Summit, on the future of id…
00:16:52 |
Thu 21 Nov 2024
As Asset Owners Go, So Goes the Industry
We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the …
00:23:45 |
Thu 07 Nov 2024
Investment Trends in Focus: Quarterly Roundtable Q4 2024
From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be foc…
00:39:50 |
Thu 17 Oct 2024
Real Estate Debt, Distress and, Dare We Say, Hope?
Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE d…
00:24:19 |
Thu 19 Sep 2024
The Future of Energy
One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - i…
00:36:04 |
Thu 05 Sep 2024
So Many Sectors, So Little Time
As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking t…
00:42:34 |
Thu 08 Aug 2024
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