Beyond COVID-19: Forces that May Shape Long-Term Investing over the Next Decade - INTRO
Beyond COVID-19: Forces that May Shape Long-Term Investing over the Next Decade
The market crisis created by COVID-19 accelerated some existing trends and stole focus from others. Dimitris Melas, global head of equity research, steps back and examines a number of other important investment issues, such as globalization, market concentration and the role of factors and ESG.
Watch the full 15-minute video or select chapters from below.
Beyond COVID-19: Forces that May Shape Long-Term Investing over the Next Decade - Video
Forces that May Shape Long-Term Investing over the Next Decade
Featuring: Dimitris Melas, Global Head of Equity Research
Chapters
Chapter 1(0:00 – 4:08): “What Structural Changes Will Long-Term Investors Face in the Coming Ten Years?”
Chapter 2 (04:09 – 5:57): “Are There Challenges to Globalization? How Will They Affect Global Investing?”
Chapter 3:(05:58 – 7:16): “Why Does it Still Make Sense to Classify Markets into ‘Developed’ and ‘Emerging?’"
Chapter 4 (07:17 – 10:24): “Are Markets Becoming More Concentrated? How Can You Manage Concentration Risk?”
Chapter 5 (10:25 – 11:47): “What Factors Explained Market Performance over Long Investment Horizons?”
Chapter 6 (11:48 – 13:45): “What Role Will Emerging-Market Investments Play in Global Portfolios in the Future?”
Chapter 7(13:46 – 14:54): “What Is the most Important Change Affecting Long-Term Investing in the Coming Years?”
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If you would like further information, please reach out to a MSCI representative.
Contact UsLooking for Lessons from the Past
Global Head of Core Equity Research, Dimitris Melas, provides insight into the current market crisis.
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