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MSCI Blog

How Inflation Could Affect Multi-Asset-Class Portfolios

Mar 3, 2021 Thomas Verbraken, Daniel Szabo

Market participants are hotly debating whether U.S. monetary and fiscal policy may cause inflation. We consider four scenarios — reflation, disinflation, an overheated economy and stagflation — and their potential impact on multi-asset-class portfolios.

MSCI Blog

A Thematic Lens for Portfolios

Dec 17, 2020 Stuart Doole, Kumar Neeraj, Vishad Bhalodia

We show how MSCI Thematic Exposure relevance scores helped position growth funds, as an example, alongside thematic funds, and highlighted key megatrends that drove performance. A thematic lens can help analyze other categories and strategies as well.

MSCI Blog

Kuwait’s Move from Frontier to Emerging Market

Dec 14, 2020 Saurabh Katiyar, Ashish Lodh

Kuwait’s reclassification from frontier to emerging market and inclusion in the MSCI Emerging Markets Index provides investors exposure to yet another Gulf Cooperation Council member, one that has worked to open its doors to foreign investors.

MSCI Blog

Accounting for Revenue Sources Tells a Richer Story

Dec 11, 2020 Jean-Maurice Ladure

Despite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.

MSCI Blog

China Tech Investing: An Indexed Approach

Dec 2, 2020 Devika Ghate, Kumar Neeraj, Wei Xu

China’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?  

MSCI Blog

How Diversified Are US Equity Investors?

Nov 24, 2020 Oleg Ruban

The universe of stocks represented by the MSCI USA Index comprises over 600 securities. U.S. investors might assume there are ample opportunities for diversification and potential risk reduction in the domestic market. Is this assumption correct?

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?