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MSCI Blog

A default wave for Chinese consumer ABS?

Nov 18, 2019 Jian Chen, Yini Yang

The default rate for auto loans in Chinese consumer asset-backed securities increased rapidly in recent months, and China may be moving toward a more borrower-friendly bankruptcy regime. Could this   lead to even higher default rates?

MSCI Blog

Have regional equity-market correlations risen?

Nov 15, 2019 Guido Giese, Roman Kouzmenko

Global equity investors use regions as building blocks in asset allocation, typically segregating markets by how developed they are and by geography. Has globalization reduced the potential for geographical portfolio diversification?

MSCI Blog

The state of global investing

Nov 12, 2019 Dimitris Melas

Financial markets are inherently unpredictable, while structural forces such as shifts in monetary policy, trade conflicts and climate change compound the challenges facing investors. Read our analysis commissioned by Norway’s Ministry of Finance.

Research Paper

Selected geographic issues in the global listed equity market

Nov 12, 2019

Over the last few decades, increasing global economic and financial integration promoted economic development and enabled investors to seek opportunities and spread risks across national borders. This report, which was commission by the Norwegian Ministry of Finance, examines diversification opportunities including the importance of emerging markets; how a handful of large technology companies accounted for a significant percentage of recent developed-market performance and omitting geographical or size segments would have had a substantial impact on returns; and the role of starting valuations and dividend growth explaining long-term equity market performance.

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.

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?