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MSCI Blog

Emerging market country allocation matters

Nov 6, 2019 Jean-Maurice Ladure

Investors with strong convictions on emerging markets might consider an approach allowing tilts toward or away from specific themes, such as active allocation to single-country index-based funds. We explore considerations linked with this approach.

MSCI Blog

Cyclicals vs. defensives: Did tariffs tip the scales?

Nov 5, 2019 Guillermo Cano

Did tariffs imposed by the U.S. and China in May trigger a shift to defensive from cyclical stocks? How did they affect different U.S. sectors and industry groups?

MSCI Blog

Value investing is down. But is it out?

Oct 23, 2019 Anil Rao, Abhishek Gupta

Value stocks generally underperformed the broad U.S. equity market over the past decade — just as they did in the late 1990s. What drove that underperformance? Was it consistent globally? Within U.S. sectors?

MSCI Blog

Stress testing US-China trade wars

Oct 22, 2019 Thomas Verbraken, Anikó Maráz

Amid ongoing U.S.-China trade tension, we have updated our stress test to consider three scenarios for how the situation could unfold — and their impact on currency, bond and equity markets around the world.

Research Paper

Climate risk in private real estate portfolios: What’s the exposure?

Oct 17, 2019 MOLLOD Gillian, ROBSON Will

As a long-term asset class, private real estate is especially vulnerable to climate-related events, such as water stress, hurricanes and flooding.

MSCI Blog

Chinese convertibles: Equities in fancy dress?

Oct 14, 2019 Gergely Szalka

Chinese corporate bonds that convert to A shares display equity-like characteristics. But investors who view these securities as equities in disguise are overlooking the complexities of the asset class.

MSCI Blog

Stress testing Brexit: Deal or no deal?

Oct 9, 2019 Anikó Maráz, Thomas Verbraken

Brexit has roiled markets since U.K. voters chose “leave” in the June 2016 referendum. We used our stress-testing model to examine how markets could react to deal and no-deal scenarios.

Research Paper

China through an ESG lens

Oct 8, 2019 WANG Xiaoshu

Chinese domestic investors and issuers are moving fast to incorporate ESG considerations in their decision making, prodded by regulatory initiatives to promote ESG practices and disclosure. At the same time, there are shortages of skilled talent, rising consumer expectations around product safety, growing climate awareness and increased expectations for shareholder rights.

A new day for monetary policy

A new day for monetary policy

Andy Sparks discusses the dovish stance of the Fed and other major central banks.

How can active managers put ESG to work?

How can active managers put ESG to work?

Many active managers are concerned that using ESG data might disturb investment  processes or introduce unintended biases. What’s the evidence?

Why are small caps different?

Why are small caps different?

Apart from size, what distinguishes global small-cap stocks from their large- and mid-cap counterparts?