Dynamic content cards

Our latest research

MSCI Blog

The Impact of China’s New Regulations: A Thematic Lens

Sep 15, 2021 Wei Xu

Regulatory changes in China have investors wondering how different industries could be affected. Evaluating the changes through a thematic lens can provide insight into the growth and crowding levels of megatrends, as industries react and evolve.

MSCI Blog

How a Shift Toward Buybacks Affected Yield Strategies

Sep 3, 2021 Mehdi Alighanbari, Arihant Jain

For investors who use yield strategies to generate income, a steady stream of dividend payments is important. But with more companies using buybacks as a way to redistribute profits, investors may want to consider a more holistic view of income.

MSCI Blog

A Sector-Balanced Approach to China A Mega-Cap Exposure

Aug 27, 2021 Zhen Wei, Shuo Xu

For investors seeking exposure to the mega-cap segment of the China A market, a simple top-50 market-cap-weighted approach can lead to large sectoral biases. We explore how a balanced mega-cap approach may help.

MSCI Blog

Fresh IPO Stocks and Indexes: In or Out?

Aug 3, 2021 Arihant Jain, Mehdi Alighanbari

Depending on a number of factors, stocks may be added to indexes soon after a company’s IPO, which can affect asset managers who use the indexes to create and benchmark portfolios. We investigate the impact of IPO stocks on index performance.

MSCI Blog

COVID-19’s Uneven Impact on Office Vacancy

Jul 26, 2021 Niel Harmse

What was the precise impact of the COVID-19 crisis on office properties? While the overall vacancy rate at the end of 2020 was lower than the previous cycle’s peak, the percentage of fully leased office buildings reached an all-time low.

MSCI Blog

Hedging Inflation with Equities

Jul 16, 2021 Ashish Lodh, Jean-Maurice Ladure

Equities have traditionally been viewed as a hedge against inflation, based on the assumption that companies’ revenues adjust for inflation over time. But what has been the short-term impact on equity portfolios?

MSCI Blog

Momentum on a Value Hunt

Jun 2, 2021 Abhishek Gupta, Ashish Lodh

Momentum, by definition, rotates into securities with recent outperformance. That said, investors who view value and momentum as contra-signals may have questions about the value-momentum convergence and the divergence of momentum and growth.

MSCI Blog

Real Estate’s Climate-Transition Risk: The Path to Net-Zero

May 25, 2021 Will Robson

The 2015 Paris Agreement seeks to keep the rise in global temperature to well below 2 degrees Celsius above pre-industrial levels, and many governments are aiming for 1.5°C through nationally determined contributions. What are the implications for real estate markets?

Investment Insights 2021

Investment Insights 2021

What are the critical challenges facing institutional investors?

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?