Extended-lister
Showing 11 - 20 of 8,334 entries
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Ukraine and the Markets, So FarFears of stagflation loom large as investors look to the Fed and other central banks and consider the potential effects of the war in Ukraine.
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Signs of Contagion from the Russia-Ukraine WarHave the severe losses in the Ukrainian and Russian markets spread to other parts of the region, or beyond?
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Bond-Market Contagion Signals from the Russia-Ukraine WarWe found that broker-dealers had a difficult time pricing these assets, as indicated by substantially increased quoted-price uncertainty.
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MSCI Blog
IRA Boosts US Utilities’ Plans to Grow Renewables and StorageU.S. utilities are increasing investments in solar, wind and battery installations. Investors can learn more about a company’s transition strategy from these energy-generation plans than from tracking past performance on emissions.
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MSCI Blog
What Biden’s Climate Plan Means for US UtilitiesJoe Biden is targeting net-zero carbon emissions in the United States by 2050, but the target date for electricity generation would come 15 years sooner. Are the U.S. utilities sector and investors prepared for net-zero emissions by 2035?
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MSCI Blog
Inflation Reduction Act May Energize Utilities’ Energy TransitionThe Inflation Reduction Act may help utilities and energy firms reduce direct and indirect emissions through tax-credit incentives designed to scale up the deployment of renewables and accelerate development of frontier decarbonization technologies.
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Research Report
Which Banks Create the Most Social Utility for the Least Systemic Risk?In the same way that utilities spew smoke in the course of providing power, banks emit systemic risk in the process of financing our economy. Banks have been blamed by investors, politicians and regulators for excessive risk taking that destabilized the global economy. In our recent industry report, comparing social performance of 17 investment banks, we evaluate a more multi-dimensional question: which banks create the most social utility for the least systemic risk? The equilibrium between...
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Research Report
UK Lease Events Review – November 2018MSCI, along with BNP Paribas Real Estate and the BPF, have long pursued a thorough understanding of UK leasing activity through real estate investment research. This research focuses on two distinct elements; new leasing trends in the marketplace and the effect on income when a lease event, such as a break or expiry, occurs. Such an understanding has grown in importance through the recent market cycle as tenant default weighed on landlord incomes and shorter lease lengths required careful...
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Research Report
Nuclear Restart Plan Implications for Japanese Electric UtilitiesKansai, Hokuriku, and Kyushu, three companies with ambitious nuclear restart plans (64%, 69% and 79% of installed nuclear capacity), recorded higher than average radioactive waste intensities per unit of power generated, suggesting they may be more exposed to risks of future costs and unforeseen liabilities from radioactive waste leakages. Further, Kansai and Kyushu had the weakest cash flow to CAPEX ratios among the peer group (-22% and 17% in FY2010-14) – suggesting less buffer against...
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MSCI Blog
Could July 4 Elections Light Up UK Equities?Post-election U.K. market surprises seem unlikely, but both major political parties’ manifestos are placing AI and energy in the spotlight.