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
Getting a Fix on Fixed Income
With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s …
00:26:29 |
Thu 25 Jul 2024
Investment Trends in Focus: Quarterly Roundtable Q3 2024
Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting …
00:46:50 |
Thu 11 Jul 2024
Making the Most of the (Electrical) Grid You’ve Got
The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.
00:49:42 |
Thu 20 Jun 2024
The Best Time to Plant a Tree Is 20 Years Ago
How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.
00:20:02 |
Thu 23 May 2024
Step Right Up for the Voluntary Carbon Markets!
While more countries and companies are making plans for a low-carbon future, emissions are still rising and the deadlines for action are closing in. Enter the carbon markets, where companies can purc…
00:30:02 |
Thu 09 May 2024
Investment Trends in Focus: Quarterly Roundtable Q2 2024
Our quarterly market analysis, features a robust discussion of the public and private markets, as well as a deep dive and some surprising results from the world of sustainable investing.
00:43:28 |
Thu 25 Apr 2024
Removing Old King Coal's Crown ... Slowly
Abruptly shutting down all the coal-fired power plants may appeal to some, but there would likely be unintended consequences for investors, as well as plant employees and those who live where the pla…
00:28:47 |
Thu 11 Apr 2024
The Inevitable AI Episode
Since ChatGPT's debut less than 18 months ago, artificial intelligence has dominated headlines, and excitement and apprehension now surround its entry into the world of finance and investment. But ju…
00:35:26 |
Thu 14 Mar 2024
Jim Costello Explains it All (About Commercial Real Estate)
Last week’s episode left a lot on the cutting-room floor. Here we offer the chance to listen to our complete interview with Jim Costello, chief economist at MSCI Real Assets, where he assesses the co…
00:39:07 |
Thu 07 Mar 2024
Did you get the memo? There's more to commercial real estate than office space.
When it comes to commercial real estate, much of the attention of investors and the financial press has focused on the state of the office sector, which has been hurting. And while real concerns exis…
00:47:16 |
Thu 29 Feb 2024
I Fought the Fed, and the Fed Won
Inflation is down, but stubborn, and investors are still digesting Fed Chair Jerome Powell’s statements after the latest meeting of the FOMC. We sit down for a one-on-one interview with, Andy Sparks,…
00:27:48 |
Thu 15 Feb 2024
Remapping the Investment World
For global investors, the idea of individual country or market allocations isn’t new. But in today’s world, with a dynamic geopolitical map, the rewiring of supply chains and greater focus on sustain…
00:23:57 |
Thu 01 Feb 2024
Investment Trends in Focus: Quarterly Roundtable Q1 2024
Ashley Lester and team help investors find the connections between — and evaluate the risks and potential opportunities of — AI, geopolitics and the effects of climate change, as well as the growing …
00:48:30 |
Thu 18 Jan 2024
COP28: The Beginning of the End for Fossil Fuels?
While the media focused on the battle over the wording of the final agreement, there was actually a lot of progress that flew further under the radar, but may have a greater impact on investors. Fou…
00:41:57 |
Thu 14 Dec 2023
The Apple-fication of Investing
Listen in on an in-depth discussion about the growing demand for and personalized tax-efficient strategies from wealth-management clients — driven by technological revolution and the coming, interge…
00:28:11 |
Wed 22 Nov 2023
Real Estate Investors: Stuck in the Middle with You
Richard Hill of Cohen & Steers joins MSCI’s Jim Costello to discuss the changing perceptions of the commercial-property market, from dull and boring to dynamic and complex — and the current set of ri…
00:35:21 |
Thu 09 Nov 2023
Market Trends in Focus Quarterly Roundtable
Our quarterly roundtable examines markets and market-moving events to help institutional investors as they determine the best way forward; across asset classes and parsing out differences between dev…
00:41:07 |
Thu 12 Oct 2023
Ladies and Gentlemen, the MSCI Sustainability Institute
The launch of the MSCI Sustainability Institute, founded and led by Linda-Eling Lee was attended by some of the most highly respected members of the ESG-investment community. We explore the institute…
00:22:12 |
Thu 28 Sep 2023
Ashley Lester: Don’t Call it a Comeback
We sat with MSCI’s global head of research for a wide-ranging discussion, including why he chose to return to the company now, the challenges and opportunities facing the investment industry and a un…
00:36:37 |
Thu 24 Aug 2023
Extreme Weather Unlikely to Revert to the Mean
Physical risk from climate change has started to affect nearly every region of the world, from the four hottest days on record occurring in a row this month to more frequent, more intense storms. We …
00:26:22 |
Thu 20 Jul 2023
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