Intro - In Focus
Podcast - In Focus
Investment Trends in Focus Quarterly Roundtable
Our quarterly roundtable examines markets, and market-moving events to help institutional investors as they determine the best way forward; across asset classes and parsing out differences between developed and emerging markets.
Tab module - In Focus
How could higher global rates for longer than expected affect a global portfolio of equities, bonds and real estate? In our new quarterly series, Macro Scenarios In Focus, we consider four potential paths for the global economy and conduct a portfolio stress test.
Eclipsing equity and bond yields and high crowding may be signs of a vulnerable equity market. We compare equity/bond yield spreads in the major regional markets along with crowding in sectors and regions.
On Demand: Markets in Focus: Narrow Yield Spread and High Crowding Pressure Equities Watch Now
Hear Andy Sparks, managing director and head of portfolio-management research at MSCI, discuss recent trends in fixed-income markets, including inflation and rate hikes, the impact of an escalating conflict in the Middle East and how to evaluate bonds vs equities in the context of recent events.
In a time of volatile fixed-income markets, how well did the MSCI Investment Grade Corporate Bond Indexes perform in terms of meeting their climate objectives?
On Demand: ESG & Climate Indexes in Focus Watch now