Investment Trends in Focus: Quarterly Roundtable Q4 2024

Podcast
40 min listen
October 17, 2024
In this episode

From the effects of China’s stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.

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Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Markets in Focus: Rate Cuts Ripple Through Export-Oriented Markets

Interest-rate uncertainty and restructured trade networks are drawing attention to export-oriented markets. MSCI's equity models, using foreign-sensitivity exposures, have highlighted wide differences in exporter firms' performance across regions.

Macro Scenarios in Focus: Hard-Landing Risks Keep Investors on Edge

After the Federal Reserve recently cut rates and indicated that further reductions were likely, the equity market rallied. But sell-offs in August and September signaled investor concerns about an economic slowdown. What are potential outcomes to consider?

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