Showing 111 - 118 of 118 entries
MSCI BlogCurrency Hedging: Adapting to Volatility
In the past, institutional investors largely ignored currency hedging in their international equity portfolios.
MSCI BlogShould you hedge your foreign currency exposure?
The volatility of currency has increased in recent years as a combination of quantitative easing and currency wars fuel swings in the foreign-exchange market.
MSCI BlogUnpacking the volatility so far
The year that began in January stands out for the uncertainty that has rocked the global economy. The search for growth, the prospect of deflation and a slowdown in China have combined to roil financial markets and challenge asset owners and managers worldwide
MSCI BlogGLOBAL EQUITY ALLOCATION: A NEW PARADIGM IS DEVELOPING
Maintaining a “home bias” in the equity portfolio may come with huge opportunity costs. In a 2012 study MSCI prepared for Norway’s Ministry of Finance, we examined...
MSCI BlogCHINA A-SHARES: TOO BIG TO IGNORE
China A-Shares are too big to be ignored but remain difficult for many institutional investors to access. How can global investors avoid a stock market that is now the world’s third-largest, with a total market value of nearly USD 4 trillion, putting it just behind the United States and Japan?
MSCI BlogSMALL CAPS - NO SMALL OVERSIGHT
Many institutional investors recognize that their reference universe should include large-, mid- and small-cap equities and that smaller companies should earn a risk premium over larger ones. In practice, however, many of these investors - particularly in Europe and Asia - underweight the small-cap segment.
MSCI BlogSOME LIKE IT HOT: VERY ACTIVE MANDATES IN A CORE-SATELLITE STRUCTURE
Investors have long debated the benefits of active versus passive investing. There are institutional investors with strong convictions in each camp, but many have become increasingly pragmatic, combining active and passive mandates in pursuit of the best risk-adjusted return.
MSCI BlogThe Next Generation of Global Investors
We’ve observed that many institutional investors have abandoned their historical domestic-equity bias and now view global equities as a single, broad asset class. In high-growth economies, however, particularly in Asia, Central and Eastern Europe, Africa and Latin America, many investors remain focused primarily on domestic stocks.