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
Are Factors and ESG the New Tea and Biscuits?
Some feel the growth of ETFs that combine factors and ESG it’s a natural partnership, an inevitable evolution, while others have questions about the explanatory power of ESG and the effects of integr…
00:25:14 |
Thu 02 Sep 2021
Hail! Hail! Rockin’ Role Models
Despite progress, the investment industry can still seem like a club where you can’t even peek through the window without knowing the secret handshake. That’s why role models and mentors are essentia…
00:27:08 |
Thu 19 Aug 2021
Climate Stress Tests: Imagine the Unimaginable
As regulations increase, along with a growing awareness of the potential impact of climate risks, we get real, with practical approaches for insurance companies and other institutional investors to e…
00:35:09 |
Thu 05 Aug 2021
Everybody Was Da-ta Mining
Asset managers in the U.S. and Europe are clamoring for better data and standards to help meet rising demand for ESG strategies across asset classes. We dig deep into the results of a recent Index In…
00:36:13 |
Thu 22 Jul 2021
Did Pfizer Give the Value Factor a Much Needed Shot in the Arm?
As the second quarter of 2021 drew to a close and the global economy continued to reawaken, the big stories were the resurgence of value, the positive correlation between value and momentum and the p…
00:31:34 |
Thu 08 Jul 2021
Pride in the Workplace: Who Will Smile at You?
We continue our look at diversity, equality and inclusion efforts through the lens of creating a safe space for LGBTQ employees, and how achieving this goal can be difficult, especially for global co…
00:40:41 |
Thu 24 Jun 2021
How I Stopped Worrying and Learned to Love the Cloud
Like those in other industries, investors are looking for more customization, to go to market faster and have more control over the products they build. They’ll find it by looking to the cloud. We ex…
00:23:11 |
Thu 10 Jun 2021
Reports of the Office’s Death Have Been Greatly Exaggerated
What does the future of work look like? The answer will affect corporate day-to-day operations, culture, recruitment and retention and, certainly, investors.
00:31:28 |
Thu 27 May 2021
Not Your Father’s Proxy Season
Shareholder proposals for strong action on climate change and diversity have taken center stage at this year’s annual meetings. Hear a report from the front lines and insight into how we arrived at t…
00:34:09 |
Thu 13 May 2021
What’s Up with Inflation?
As restrictions lift and economies re-emerge from their long slumber, inflation may have reawakened as well. We discuss the implications for investors, including many who have never worked through a …
00:26:53 |
Thu 29 Apr 2021
How Much Goes into a Net-Zero Commitment?
The announcement of a company’s net-zero commitment is the result of much analysis and multiple decisions. But the key is that it represents the start of the process, not its conclusion.
00:21:27 |
Thu 22 Apr 2021
NFTs and Gamers and Bitcoin? Oh My!
The creation of a universe that blends our lives online and off will change the way we live, work and play. It also has real-world implications for investors and the planet.
00:30:26 |
Thu 15 Apr 2021
In Spring, Does an Investor's Fancy Lightly Turn to Value?
Despite a decade or so of disappointing performance, value’s recent uptick merits examination into what drove its performance historically, and if conditions have changed or if the factor needs to be…
00:19:01 |
Thu 01 Apr 2021
Can Private Assets Withstand So Much Public Attention?
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…
00:27:37 |
Thu 18 Mar 2021
Isn’t It Time Investors Talked More About Diversity?
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 Assoc…
00:30:07 |
Thu 04 Mar 2021
Can Asset Owners See Around Corners?
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, glo…
00:27:31 |
Thu 18 Feb 2021
Measuring Climate Change: Why Can’t We Just Turn Down the Sun?
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 Ox…
00:19:06 |
Thu 04 Feb 2021
China Tech: Revolution or Evolution?
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…
00:20:15 |
Thu 21 Jan 2021
Episode MMXXI: A New Hope?
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?
00:13:13 |
Thu 07 Jan 2021
Keep Calm and Carry On
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…
00:11:41 |
Thu 17 Dec 2020
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