Extended-lister
Showing 1 - 10 of 59 entries
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Methodology
MSCI ESG Climate Solutions Target Select Corporate Bond Index MethodologyPDF
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MSCI Blog
Markets in Focus: Narrow Yield Spread and High Crowding Pressure EquitiesEclipsing equity and bond yields and high crowding may be signs of a vulnerable equity market. We compare equity/bond yield spreads in the major regional markets along with crowding in sectors and regions.
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Use our interactive chart to highlight different time periods and see when bonds provided stronger (or weaker) diversification against losses in the equity market.
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MSCI Blog
The Rise and Fall of Big TechU.S. tech giants had a spectacular run over the past decade, but the tide has turned for many of these companies in 2022. We evaluate Big Tech’s descent and discuss the efficacy of building resilient portfolios.
US Equity Indexes Equity Risk Models MSCI GICS
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In the face of continued global equity-market volatility, we turn to the listed-options market to gauge investor perception of market risk over the coming months for EAFE countries, emerging markets and the U.S.
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MSCI Blog
Navigating Inflation in Equity PortfoliosStock-level inflation sensitivity can help investors assess a portfolio’s exposure to inflation. We use this metric to construct hypothetical portfolios aligned with investors’ range of views on inflation.
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MSCI Blog
Inflation Sensitivity and Equity ReturnsInflation and the chatter around inflation have been rising since last year (as shown in the exhibit below) following years of relatively tame inflation. This macroeconomic shift is likely to have both a short- and long-term impact on asset prices and has raised many important questions for investors.
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Research Report
Breaking Down the Direct Indexing Investment Process
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MSCI Blog
Value and Growth Investing as ESG and Climate FriendlyMany investors may be seeking to align their value- or growth-oriented portfolios with the consideration of ESG as well as the transition to a low-carbon economy. We detail several approaches for working toward these investment objectives.
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MSCI Blog
Index Replication with Futures in a Deglobalized WorldWhile investors may aim to synthetically replicate equity indexes using a basket of local-index futures and currency forwards, our research focuses on potential country and currency risk as well as tracking error of these efforts.