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
Factor Trends: What’s in? What’s out?
Did equity and fixed-income factors perform as expected during the first full quarter of COVID-19’s global spread? Hitendra Varsani, executive director, core equity research, analyzes the results for…
00:11:14 |
Thu 09 Jul 2020
Technology, Travel and China’s Second Wave
From cashless transactions to sophisticated tracking, technology has played a major role as China battles the effects of COVID-19. Xiaoshu Wang from the ESG Research team in Beijing discusses investo…
00:09:15 |
Thu 02 Jul 2020
Reviewing the 2020 Market Classification Review
We get the reasons behind the results of MSCI’s annual review — on Argentina, Turkey, Iceland and other markets — from global head of index solutions and chairman of the MSCI equity index committee, …
00:11:21 |
Thu 25 Jun 2020
5 Lessons from the COVID-19 Market Crisis
What have we learned from the COVID-19 market crisis? Dimitris Melas, global head of equity research returns to the podcast with his take.
00:11:56 |
Thu 18 Jun 2020
Stress Testing Markets
Stress tests can be useful tools for examining potential scenarios for the market’s recovery from the effects of COVID-19. Thomas Verbraken, of MSCI’s risk management solutions team, explains.
00:10:42 |
Thu 11 Jun 2020
US Support for Securitization
Securitized products have been a major focus for investors, and the Fed, during this crisis, just as they were in 2008. How has this market reacted to Washington’s moves this time around? And what is…
00:10:38 |
Thu 04 Jun 2020
#postCOVID19 Part Two
Instead of wondering about the shape of an eventual recovery, what if we focused on its color? In part two of our conversation with head of ESG research, Linda-Eling Lee, we look at potential risks a…
00:10:39 |
Thu 28 May 2020
#postCOVID19 Part One
ESG has emerged as a source of resilience for markets during the current crisis. Does this signal a fundamental shift for investors? In part one of a two-part episode, Linda-Eling Lee, global head of…
00:09:29 |
Thu 21 May 2020
The index review must go on
What guided MSCI's decision to proceed with the scheduled May semi-annual index review despite recent volatility? Craig Feldman, global head of index management research, shares his thoughts on the a…
00:11:28 |
Thu 14 May 2020
Rethinking real estate post COVID-19
Will employees be keen to return to the office when governments give the go-ahead? Will employers want them to? The outcome could impact commercial real estate valuations, explains Will Robson, globa…
00:08:06 |
Thu 07 May 2020
Analyzing the Fed's unprecedented actions
What else does the Fed have in its arsenal to help fight the economic effects of COVID-19? Andy Sparks, MSCI’s head of portfolio management research, discusses how the Fed has helped markets keep fun…
00:10:10 |
Thu 30 Apr 2020
Are fixed-income markets still thirsting for liquidity?
Unpredictable pricing. Increasing bid-ask spreads. Uncertainty in U.S. Treasurys. Laszlo Hollo, of the risk management and liquidity core research team, details how sudden and significant volatility …
00:08:42 |
Thu 23 Apr 2020
How do you prepare for the unexpected?
Zhen Wei, MSCI’s head of China research, understands what it’s like to navigate from the center of a market crisis. He shares his thoughts on Asian economic and market activity as the region begins t…
00:08:14 |
Fri 17 Apr 2020
Fall seven times, stand up eight
Some areas of the market performed as expected during the current crisis — others have surprised. Raina Oberoi, head of index solutions research for the Americas, applies a factor- and sector-based l…
00:07:17 |
Thu 09 Apr 2020
Talkin' 'bout g-generations
Head of Research and Product Development, Peter Zangari returns to the podcast this week to offer his views and share recent insights on generational change, market volatility across asset classes an…
00:05:21 |
Fri 03 Apr 2020
Looking for lessons from the past
How does this market crisis compare to previous periods of extreme volatility, such as the 2008 global financial crisis? We spoke with Dimitris Melas, who leads MSCI’s core research on equity indexes…
00:09:12 |
Fri 27 Mar 2020
Managing through a crisis
One effect of the COVID-19 pandemic has been enormous uncertainty for investors. Our weekly podcast is designed to help you navigate the current crisis with insights heard directly from our leading r…
00:09:20 |
Fri 20 Mar 2020
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