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
- 138
- Years Active
- 2020 - 2025
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
The Market’s Bad-Breadth Problem
Investors are faced with the potential of “sticky” inflation, continued equity-market concentration and expectations that U.S. interest rates may be higher for longer. We sit down with a panel of MSC…
00:41:38 |
Thu 06 Jul 2023
Climate Regs Seek Progress, Not Perfection
In many ways, the EU has led the way on climate regulation in an effort to increase transparency and decision making through disclosure from companies, as well as investors. We discuss what’s expecte…
00:30:06 |
Fri 09 Jun 2023
Is Default in Our Stars?
As discussions continue in Washington, D.C., we examine how markets have handled the uncertainty so far, how such showdowns played out in the past and three “what if” default scenarios.
00:30:21 |
Thu 18 May 2023
Revenge Spending Starts for the World's Second-Largest Economy
2023 has presented many risks and potential opportunities for investors, including inflation, continued war in Ukraine and China’s lifting of the zero-COVID policy, which allowed people and goods to …
00:19:15 |
Thu 11 May 2023
On Climate Change, We Got 99 Solutions; Gotta Try Every One
The news on progress toward climate change and biodiversity goals was not great as Earth Day 2023 approached. But there were some bright spots, including detailed proposals to move forward, increased…
00:27:55 |
Thu 20 Apr 2023
Investors Stick the Landing in Q1 ‘23
The first quarter of 2023 came with its own set of surprises for investors, whether looked at through the lens of market returns, factor returns and trying to figure out Central Banks... not to menti…
00:22:07 |
Thu 06 Apr 2023
Banks Have Investors Feeling Déjà vu All Over Again
Banks failing, another sold and governments stepping in to backstop the fallout. Add to that a global economy coping with high inflation and still shaking off the COVID-19 cobwebs and, on top of that…
00:33:05 |
Thu 23 Mar 2023
What Diversity Fatigue? More Women Filled More Firms’ Senior Roles
We dig into the findings from the latest Women on Boards report, and why they matter for companies and investors, with report co-author Olga Emelianova, MSCI's Chief Responsibility and Chief Diversit…
00:27:06 |
Thu 09 Mar 2023
The Russia-Ukraine War and the Markets: One Year Later
While the direct market impact of Russia’s invasion has lessened over time, there have been longer lasting effects that have exacerbated investor concerns around inflation, rising rates and central b…
00:27:20 |
Thu 23 Feb 2023
Real Estate Investors Brace for Bumpy 2023
Real estate investors entered 2023 facing a very different investment landscape to the one they encountered at the beginning of 2022. We look at the top five trends for real estate investments in 202…
00:27:44 |
Thu 09 Feb 2023
Investors Hope Something Changed on New Year's Day
Despite some positive movement in the fourth quarter, 2022 wasn't pretty for many investors. What may be the global trends to watch this year?
00:25:02 |
Thu 12 Jan 2023
Water, Water Everywhere? Well, Maybe Not for Long
Faced with the undeniable reality of droughts and dry spells from China to the Southwestern U.S. this year, companies and their investors have begun to take the vital issue of water scarcity more ser…
00:14:28 |
Thu 01 Dec 2022
The Loss of Truss in the UK
When Prime Minster Rishi Sunak took over as the country's third prime minister in just two months, he inherited what he referred to as a "profound economic crisis."" We discuss the impact of fiscal …
00:28:27 |
Thu 17 Nov 2022
Inflation Knocks on Real Estate’s Door
With rising rates and a looming global slowdown in the context of war, climate change and an evolving regulatory environment, MSCI assembled a leading group of experts to provide insight into how inv…
00:26:49 |
Thu 27 Oct 2022
Market Risk and Volatility: Trick or Treat?
Markets experienced a brief ray of risk-on light during the third quarter, but investors quickly retreated back into the risk-off shadows as the Fed reasserted its tough stance on taming inflation. W…
00:23:23 |
Thu 06 Oct 2022
Central Banks Add Muscle to the Inflation Tug-of-War
We explore the sometimes volatile, push-pull relationship between investors and central banks as each looks to navigate extreme inflation in the U.S., the eurozone and the U.K.
00:27:53 |
Fri 09 Sep 2022
Dorothy Didn’t Say, ‘There’s no Place like the Office’
Investors in commercial real estate are confronting the lingering effects of COVID-19 on what being an "office worker" means. We debate the merits of hybrid work and its impact on companies and inves…
00:33:28 |
Thu 25 Aug 2022
Will Nasdaq's Diversity Rule Be Effective?
Investors have started to see the dollars and cents value of diversity on corporate boards and at all levels of an organization. The new Nasdaq rules seek to advance this cause, but will they work? W…
00:30:20 |
Thu 11 Aug 2022
Bulls May Have to Just Grin and Bear It
Inflation, rising rates, ongoing supply chain issues and the worst first half of the year for global equities since the 1970s. What options exist for investors positioning portfolios?
00:23:13 |
Thu 14 Jul 2022
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