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
No Place Like Home? Revisiting US Portfolios
If your home equity market is performing well, why would you look elsewhere for potential opportunities? We search for answers with Raina Oberoi, MSCI's Head of Index Solutions Research for the Ameri…
00:14:16 |
Thu 03 Dec 2020
It's Electrifying! Understanding the Future of Mobility
The future of mobility is nothing short of a “revolution,” says Lukas Neckermann, who has researched, written and consulted on the subject for more than 20 years. We discuss the new mobility ecosyste…
00:16:07 |
Thu 19 Nov 2020
S (as in, ESG) Gets Real
2020 brought lockdowns, shuttered businesses, layoffs, a world-wide work-from-home experiment and exposed long-time systemic issues and inequality. We dive into these social issues head first and exa…
00:17:01 |
Thu 12 Nov 2020
Shades of Green: Investor Approaches to ESG
The 40% increase of ESG indexes revealed on last week's episode piqued our curiousity. Why so large a rise? How has it differed across the world? What role have investors and regulators played? We pi…
00:13:01 |
Thu 05 Nov 2020
Benchmarking the Index Industry
Snapshots of the index industry can reflect investors’ focus and provide a window on the investment landscape as a whole. Rick Redding, CEO of the Index Industry Association, reviews their 4th annual…
00:12:35 |
Thu 29 Oct 2020
Tonight We’re Gonna Invest Like It’s 1999?
Given the current economic outlook, some investors are skeptical about equity valuations reminiscent of the late 90s. This week on Perspectives, we ask whether they should be.
00:12:16 |
Thu 22 Oct 2020
We’ll always have Paris? Assessing the future of global gateway cities
Global gateway citiys like Paris, London, Hong Kong and New York provide critical mass, connectivity and economic importance that have appealed to investors and corporate tenants alike. With uncerta…
00:12:11 |
Thu 15 Oct 2020
Focusing Factors on Inflation
Hitendra Varsani returns with his quarterly analysis of factor performance, including the question of the sustainability of the rally in momentum stocks, the potential opportunity in small caps and n…
00:10:20 |
Thu 08 Oct 2020
Has COVID Opened the Door for Driverless Cars?
From drone package delivery to self-driving cars, autonomous tech has the potential to disrupt a variety of industries, as well as supply chains and the customer experience. Ark Invest analyst, Tasha…
00:11:07 |
Thu 01 Oct 2020
When a Scientist and Investment Professional Talk Climate Change
We explore the latest research on climate change, and how investors can work to measure, understand and incorporate new risks — and opportunities — into their portfolios.
00:20:55 |
Thu 24 Sep 2020
Growing Your Factor-Investing Toolbox
The idea of a growth factor premium isn’t new, but it has been difficult to capture in its purest form. What does it take to build a growth factor portfolio and put it to work in today’s markets?
00:10:53 |
Thu 17 Sep 2020
COVID-19 Infects the Real Estate Cycle
What happens when a pandemic spreads to rental income, the lifeblood of real estate? We explore how lingering effects from the 2008 global financial crisis, commercial real estate’s cyclical nature a…
00:11:00 |
Thu 10 Sep 2020
Believe the Hype Around the Fed’s Inflation Announcement?
Is the talk around the Fed’s seemingly softer stance on inflation and interest rates inflating the importance of the announcement? Our discussion considers the potential impact on fixed income and eq…
00:11:46 |
Thu 03 Sep 2020
Credit Markets Snapshot: Apocalypse Not Quite Now
While we haven’t returned to pre-COVID-19 conditions, the difference between credit markets today and how bleak they seemed in March is striking. We explore how we got from there to here and the pote…
00:11:13 |
Thu 27 Aug 2020
Corporate Governance Has Mattered Even More in a Crisis
It can be easy to overlook corporate governance in the good times, but when a crisis hits, the importance of good corporate governance comes squarely into focus.
00:10:36 |
Thu 20 Aug 2020
The Hunt for Pandemic-Related Investment Factors
George Bonne, executive director on the equity core research team leveraged advancements in artificial intelligence and other technologies to identify and quantify “factors” related to the effects of…
00:08:29 |
Thu 13 Aug 2020
Bond Market Movements and Potential Warning Signs
As investors continue coping with the consequences of COVID-19, Andy Sparks provides his perspective on the power of the right words from the right sources (aka, the Fed) and other insights from his …
00:10:39 |
Thu 06 Aug 2020
Single-Factor Portfolio Construction
We take a look at the latest research around four key elements of single-factor portfolio construction: investment universe selection, factor definition, portfolio breadth and security weighting.
00:10:40 |
Thu 30 Jul 2020
Beyond Disruption: Investing and Technology Converge
Advances in artificial intelligence, machine learning and even user interfaces have radically changed the way investors collect, analyze and interact with data, and how they manage portfolios. In fac…
00:15:58 |
Thu 23 Jul 2020
The Genomic Age of Medicine Comes to Market
Brett Winton, head of reserach at ARK Invest, explains how advancements in genomic technologies combined with artificial intelligence have proven invaluable in the fight against COVID-19 — and the pr…
00:12:25 |
Thu 16 Jul 2020
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