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Jean-Maurice Ladure

Jean-Maurice Ladure
Executive Director, MSCI Research

About the Contributor

As head of equity solutions research, EMEA , Jean-Maurice conducts research to support MSCI indexes as well as risk models. Previously, he was global head of quantitative solutions at Coutts and had been Coutts’ head of investment strategy in Europe. He also worked at Barclays Wealth and BNP Paribas Asset Management. Jean-Maurice holds a Masters degree in Economics and Statistics from ENSAE in France and is a CFA charterholder and an actuary.

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Blog posts by Jean-Maurice Ladure

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  1. BLOG

    Hedging Inflation with Equities 

    Jul 16, 2021 Ashish Lodh , Jean-Maurice Ladure

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    Equities have traditionally been viewed as a hedge against inflation, based on the assumption that companies’ revenues adjust for inflation over time. But what has been the short-term impact on equity portfolios?

  2. BLOG

    An ‘ESG-First’ Approach to Portfolio Construction 

    Jan 19, 2021 Jean-Maurice Ladure , Ashish Lodh

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    A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.

  3. BLOG

    Accounting for Revenue Sources Tells a Richer Story 

    Dec 11, 2020 Jean-Maurice Ladure

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    Despite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.

  4. BLOG

    Can diversification help weather the coronavirus storm? 

    Apr 16, 2020 Raina Oberoi , Abhishek Gupta , Jean-Maurice Ladure

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    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. 

  5. BLOG

    Emerging market country allocation matters 

    Nov 6, 2019 Jean-Maurice Ladure

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    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.

  6. BLOG

    Beware high dividend yield traps 

    Oct 25, 2019 Jean-Maurice Ladure , Ashish Lodh , Saurabh Katiyar

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    During low interest-rate, high-volatility environments, some investors have turned to high dividend-paying stocks. However, overly simplistic approaches to selecting dividend-paying securities exposed investors to potential “yield traps.” Could these traps have been avoided?

  7. BLOG

    Is Europe more than the sum of its parts? 

    Oct 8, 2019 Jean-Maurice Ladure

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    Investors have a choice between investing in European stocks regionally or through local-country index-based portfolios. What are the pros and cons?

  8. BLOG

    Brexit and the risks of home bias 

    Jan 11, 2019 Jean-Maurice Ladure

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    Every so often, a country can be hit by a negative event — a tidal wave, a terrorist attack, a political uproar.

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