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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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What Biden’s Climate Plan Means for US Utilities
Jan 14, 2021 Velina Karadzhova , Umar Ashfaq Learn MoreJoe 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?
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Carrying on Through a Crisis, with Factors
Jan 13, 2021 Andrew DeMond , Manuel RuedaFactor Investing , Risk Management
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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.
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Factors in Focus: Val-come Back! Shifting Factors as the Cycle Turns
Jan 6, 2021 Hitendra D Varsani , Waman Virgaonkar Learn MoreIn this two-year-anniversary edition of Factors in Focus, we reflect on the historical relationships between factor returns and macro cycles, which have provided useful information for investors looking to take an active stance on factor exposures based on their outlook.
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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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The Doctor Is Making House Calls: Capturing Exposure to Telehealth
Dec 16, 2020 Manuel Rueda , Gaurav TrivediFactor Investing , ESG Research
Learn MoreTelehealth 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.
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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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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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Is ESG Investing a Price Bubble? Probably Not.
Dec 9, 2020 Guido Giese , Navneet Kumar , Zoltán Nagy Learn MoreInflows 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?
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