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A Thematic Lens for Portfolios
Dec 17, 2020 Stuart Doole , Kumar Neeraj , Vishad Bhalodia
Global Investing
Learn More

We show how MSCI Thematic Exposure relevance scores helped position growth funds, as an example, alongside thematic funds, and highlighted key megatrends that drove performance. A thematic lens can help analyze other categories and strategies as well.

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Investment Insights 2021

2021 ESG Trends to Watch

Coronavirus Research

Earnings-Growth Estimates Rose Across the Globe

China Tech: Revolution or Evolution?

Henry A. Fernandez