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
Carbon Footprinting's Giant Step Forward
The world of climate emissions’ measurement and reporting continues to be a moving target, and institutional investors face a number of obstacles. We explore these challenges, the important role of r…
00:31:00 |
Thu 30 Jun 2022
ECB, FOMC, Find Out What it Means to Me
As inflation continues to plague the EU and U.S. central bankers announced their latest moves to fight back. MSCI experts joined us to discuss policymakers’ options and a range of scenarios investors…
00:30:20 |
Thu 16 Jun 2022
Not Sure Where Climate Risk Ends and Biodiversity Begins? Exactly.
The production of everything from food and clothing to medicines and computer chips depends on natural resources in one way or another. At the same time, forests and other natural ecosystems remove c…
00:23:06 |
Thu 19 May 2022
Data, Data Everywhere, but Which Drops Should I Drink?
The tsunami of data in all its new forms creates opportunities for investors to gain an edge, but it’s all too easy to drown in it. How can new technology help investors stay afloat?
00:27:26 |
Thu 05 May 2022
The Net-Zero Journey Begins with a Single Step
As pressure mounts from their own constituents to decarbonize, institutional investors are looking for the companies they invest in to shift from net-zero pronouncements to concrete net-zero action p…
00:33:32 |
Thu 21 Apr 2022
Not Your Father’s Stagflation (or Is It?)
The first quarter of 2022 started with concerns about inflation and the potential for low growth — conditions many of today’s investors haven’t seen outside of textbooks. By the end of February, the …
00:35:54 |
Thu 07 Apr 2022
Threading the Needle Between Growth and Inflation
The Fed made good on its word, raising rates and setting the stage for more. How has this affected investors in the U.S. and around the world? Have other central banks followed suit?
00:21:43 |
Thu 24 Mar 2022
Ukraine and the Markets, So Far
Fears of stagflation looms large as investors look to the Fed and other central banks and consider the potential effects of the war in Ukraine.
00:23:06 |
Thu 10 Mar 2022
Why we’re still talking about women on boards
Despite agreement on the value of gender diversity for companies, progress on that front has not been as rapid as it should be. We review the real-world impact of MSCI’s latest Women on Boards report…
00:28:58 |
Thu 24 Feb 2022
Dude, where’s my sustainability?
Why have even sustainability-minded organizations avoided sustainable investment options in their retirement plans? Will regulation, such as proposed rules from the U.S. Department of Labor, move the…
00:33:45 |
Thu 10 Feb 2022
Can companies push other companies to reach net-zero by degrees?
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?
00:18:46 |
Thu 27 Jan 2022
Inflation’s flying first class, will global growth find a ride?
Assessing inflation higher than many have seen in their working lives requires looking beyond this single piece of the puzzle.
00:34:32 |
Thu 13 Jan 2022
Climate Issues for Corporate Issuers
With COP26 in the history books, we look ahead to assess the implications for corporate action in 2022, through 2030 and beyond.
00:30:57 |
Thu 09 Dec 2021
Who’s Feeling the Heat After COP26?
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…
00:25:09 |
Thu 25 Nov 2021
The Glasgow Diaries
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 i…
00:30:06 |
Thu 11 Nov 2021
Glasgow Bound: Great Expectations for COP 26
As all eyes turn to Glasgow, we ask High Level Climate Champion for COP, Gonzalo Munoz, what we might see.
00:28:14 |
Thu 28 Oct 2021
Is Fossil-Fuel Divestment the Answer to Climate Change?
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…
00:36:38 |
Thu 14 Oct 2021
So, Factor Investors, Why So Defensive? Part 2: Oh, That's Why.
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-…
00:04:40 |
Tue 05 Oct 2021
So, Factor Investors, Why So Defensive?
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 qu…
00:26:03 |
Thu 30 Sep 2021
Private Assets Can't Hide from Climate Change
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.
00:22:02 |
Thu 16 Sep 2021
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