Extended-lister
Showing 1 - 10 of 106 entries
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MSCI Blog
Equity-Market Dislocation and Index-Based InvestingMarket turbulence amid COVID-19 presented risks and opportunities. We explore how indexes , combined with the use of fundamental data, provided a wealth of information to help identify potential market dislocations.
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MSCI Blog
Outcome-Oriented Factor Investing with a ‘Barbell’ ApproachThough relatively new to wealth investors, index-based factor investing has some similarity to a high-conviction, outcome-oriented approach. We explore combining the two when seeking outcomes such as equity growth, yield enhancement and risk mitigation.
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MSCI Blog
Building Better ESG Indexes: 30 Years OnHow ESG indexes have evolved over the past 30 years: A Q&A with Stuart Doole, head of new index development at MSCI, about his conversations with investors since the COVID19 crisis started, the growth of ESG investing and how MSCI Research uses AI and machine learning in developing its ESG indexes.
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MSCI Blog
Robust Selection Paid DividendsDividend cuts following the COVID-19 slowdown led to approximately USD 194 billion of lost dividends between February and April 2020. An approach that looked beyond dividend-yield ranking would have avoided some affected companies, based on our analysis.
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MSCI Blog
Five lessons for investors from the COVID-19 crisisCOVID-19 unleashed a torrent of sharp movements across global financial markets. We highlight five key lessons for investors regarding global investing, managing factors, active management, indexed investing and ESG investing.
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MSCI Blog
Index Rebalancing During High Volatility: A Balancing ActSignificant volatility during COVID-19 highlights a need for index reconstitution, but some may worry about trading costs and excess turnover. We investigate the balance between appropriate market representation and avoiding high index turnover.
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MSCI Blog
Consumer ABS Under Coronavirus in the US and ChinaBeyond COVID-19’s steep human toll, the pandemic’s disruption of economic life has led to widespread loss of income and impaired some borrowers’ ability to repay loans. What could the impact be for investors in consumer asset-backed securities in the U.S. and China?
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MSCI Blog
Using Derivatives to Manage Volatile MarketsWe’ve previously noted growth in derivatives contracts to manage emerging-markets exposure in normal and stressed times. Now, facing a real-world stress test, how did investors use these tools? How have implied volatilities and option premium changed?
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MSCI Blog
MSCI ESG Indexes during the coronavirus crisis
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MSCI Blog
Can diversification help weather the coronavirus storm?Whether investors include a tactical approach or invest strategically for the long term, diversifying across factors, sectors and geographies has historically played an important role in portfolio construction.