Showing 41 - 50 of 118 entries
MSCI BlogThe state of global investing
Financial markets are inherently unpredictable, while structural forces such as shifts in monetary policy, trade conflicts and climate change compound the challenges facing investors. Read our analysis commissioned by Norway’s Ministry of Finance.
MSCI BlogEmerging market country allocation matters
Investors with strong convictions on emerging markets might consider an approach allowing tilts toward or away from specific themes, such as active allocation to single-country index-based funds. We explore considerations linked with this approach.
MSCI BlogCyclicals vs. defensives: Did tariffs tip the scales?
Did tariffs imposed by the U.S. and China in May trigger a shift to defensive from cyclical stocks? How did they affect different U.S. sectors and industry groups?
MSCI BlogValue investing is down. But is it out?
Value stocks generally underperformed the broad U.S. equity market over the past decade — just as they did in the late 1990s. What drove that underperformance? Was it consistent globally? Within U.S. sectors?
MSCI BlogStress testing US-China trade wars
Amid ongoing U.S.-China trade tension, we have updated our stress test to consider three scenarios for how the situation could unfold — and their impact on currency, bond and equity markets around the world.
MSCI BlogChinese convertibles: Equities in fancy dress?
Chinese corporate bonds that convert to A shares display equity-like characteristics. But investors who view these securities as equities in disguise are overlooking the complexities of the asset class.
MSCI BlogStress testing Brexit: Deal or no deal?
Brexit has roiled markets since U.K. voters chose “leave” in the June 2016 referendum. We used our stress-testing model to examine how markets could react to deal and no-deal scenarios.
MSCI BlogWhat’s the downside in real estate?
Real estate has always been marked by periods of expansion and sometimes painful corrections. But all cycles are not alike.
MSCI BlogIs climate-change risk all about fossil fuels? Think again.
When it comes to reducing greenhouse gases, investors tend to focus on fossil fuels and power generation. But other companies also need to adapt to a lower-carbon world. We look at the implications for five types of companies.
MSCI BlogReal estate may be yielding less than you thought
Income has long been an important part of real estate returns meaning yields are often heavily scrutinized by investors. However, headline yields do not factor in capital expenditure requirements which can vary significantly. Investors looking to better understand potential “free cash flow” positions of portfolios post-capex may want to adjust the yields they use to account for it.