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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 Wei Xu, Kumar Neeraj, Devika Ghate

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?

MSCI Blog

China A Shares: What Have We Learned?

Oct 30, 2020 Zhen Wei

In this first of a series of blogs covering specific index-inclusion stories, we explore China A shares’ inclusion in the MSCI Emerging Markets Index by looking back at how it occurred and what’s happened since with market and investor reaction.

MSCI Blog

Aligning with the Paris Agreement: An Index Approach

Oct 22, 2020 Stuart Doole, Véronique Menou, Kumar Neeraj

Institutional investors are under pressure to align their strategies with a maximum global temperature increase of 1.5oC as targeted by the Paris Agreement. We examine how they can approach this while respecting other investment constraints.

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?