Extended-lister

Filters
 

TAGS

Nothing was found.

Showing 1 - 10 of 26 entries

  1. BLOG

    An ‘ESG-First’ Approach to Portfolio Construction 

    Jan 19, 2021 Jean-Maurice Ladure , Ashish Lodh

    ESG Research

    Learn More

    A 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.

  2. BLOG

    What Biden’s Climate Plan Means for US Utilities 

    Jan 14, 2021 Velina Karadzhova , Umar Ashfaq

    ESG Research

    Learn More

    Joe Biden is targeting net-zero carbon emissions in the United States by 2050, but the target date for electricity generation would come 15 years sooner. Are the U.S. utilities sector and investors prepared for net-zero emissions by 2035?

  3. BLOG

    2021 Real Estate Trends to Watch 

    Jan 12, 2021 Will Robson

    Real Estate Investing

    Learn More

    COVID-19 has caused a severe and rapid economic contraction and accelerated secular changes already hitting parts of the real estate markets. Investors face a fundamental question: How will real estate evolve as a sector and asset class? Here are our 2021 real estate trends to watch.

  4. BLOG

    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.

  5. BLOG

    The Doctor Is Making House Calls: Capturing Exposure to Telehealth 

    Dec 16, 2020 Manuel Rueda , Gaurav Trivedi

    Factor Investing , ESG Research

    Learn More

    Telehealth has the potential to reduce inequalities in access to care as well as relieve strain on health systems. We tested an approach that combines natural-language processing and MSCI ESG Ratings screens.

  6. BLOG

    Kuwait’s Move from Frontier to Emerging Market 

    Dec 14, 2020 Saurabh Katiyar , Ashish Lodh

    Global Investing

    Learn More

    Kuwait’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.

  7. BLOG

    Accounting for Revenue Sources Tells a Richer Story 

    Dec 11, 2020 Jean-Maurice Ladure

    Global Investing , Emerging Markets , Economic Exposure

    Learn More

    Despite 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.

  8. BLOG

    Is ESG Investing a Price Bubble? Probably Not. 

    Dec 9, 2020 Guido Giese , Navneet Kumar , Zoltán Nagy

    ESG Research

    Learn More

    Inflows into ESG funds have soared in recent years and months, in part motivated by outperformance since the COVID-19 pandemic erupted. But have these inflows become a self-fulfilling prophecy, creating an ESG bubble?

  9. BLOG

    2021 ESG Trends to Watch 

    Dec 7, 2020 Linda-Eling Lee , Meggin Thwing Eastman , Arne Philipp Klug

    ESG Research

    Learn More

    Climate. ESG bubbles. Disclosure. Social inequality. Biodiversity. The topics don’t get much bigger — or more systemic. Here’s our analysis of the five ESG trends that will matter most to companies and their investors in 2021.

Showing 1 - 10 of 26 entries