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An ‘ESG-First’ Approach to Portfolio Construction
Jan 19, 2021 Jean-Maurice Ladure , Ashish Lodh Learn MoreA new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.
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BLOG
A Thematic Lens for Portfolios
Dec 17, 2020 Stuart Doole , Kumar Neeraj , Vishad Bhalodia Learn MoreWe 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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BLOG
Kuwait’s Move from Frontier to Emerging Market
Dec 14, 2020 Saurabh Katiyar , Ashish Lodh Learn MoreKuwait’s reclassification from frontier to emerging market and inclusion in the MSCI Emerging Markets Index provides investors exposure to yet another Gulf Cooperation Council member, one that has worked to open its doors to foreign investors.
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BLOG
Accounting for Revenue Sources Tells a Richer Story
Dec 11, 2020 Jean-Maurice LadureGlobal Investing , Emerging Markets , Economic Exposure
Learn MoreDespite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.
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BLOG
China Tech Investing: An Indexed Approach
Dec 2, 2020 Wei Xu , Kumar Neeraj , Devika Ghate Learn MoreChina’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?
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With new COVID-19 lockdowns and swaths of white-collar workers working from home, many office tenants are contemplating whether the future of work includes office space. This could have significant impact on office demand and income from leases.
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The universe of stocks represented by the MSCI USA Index comprises over 600 securities. U.S. investors might assume there are ample opportunities for diversification and potential risk reduction in the domestic market. Is this assumption correct?
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BLOG
China A Shares: What Have We Learned?
Oct 30, 2020 Zhen WeiEmerging Markets , Global Investing
Learn MoreIn this first of a series of blogs covering specific index-inclusion stories, we explore China A shares’ inclusion in the MSCI Emerging Markets Index by looking back at how it occurred and what’s happened since with market and investor reaction.
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BLOG
Factors in Focus: Impact of Inflation on Style Factors
Oct 2, 2020 Hitendra D Varsani , Waman VirgaonkarFactor Investing , Global Investing , Risk Management
Learn MoreGlobal equities continued to rally in Q3, brushing aside fear of a second wave of COVID-19 and a large economic slump. We review what it meant from an equity and fixed-income factor perspective and look at what our models showed headed into Q4
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BLOG
Missed Rents’ Impact on Real Estate
Sep 11, 2020 Bryan Reid , Niel HarmseReal Estate Investing , Fixed Income
Learn MoreSome commercial tenants have stopped paying rent amid COVID-19. Without rental income, property funds are not able to pay distributions to shareholders and borrowers cannot service their debt. We analyzed property-fund data to assess the impact on investors.
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