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Jean-Maurice Ladure

Jean-Maurice Ladure

Executive Director, MSCI Research

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.

Research and Insights

Articles by Jean-Maurice Ladure

    Personalizing Climate-Focused Wealth Management Portfolios

    6 mins read Blog | Jan 24, 2022 | Jean-Maurice Ladure

    A climate-first approach can help wealth managers tailor portfolios to the unique preferences of clients who want their investments to slow climate change or create positive impact while furthering their financial objectives and appetite for risk.

    Which Companies Lost Most in Europe’s Lost Decade?

    5 mins read Blog | Dec 14, 2021 | Anil Rao , Jean-Maurice Ladure

    If uncertainties over deglobalization persists, the performance divide between Europe and the U.S. could widen further. Have European firms been more at risk, given they have had more international revenue than U.S. companies?

    Hedging Inflation with Equities

    6 mins read Blog | Jul 16, 2021 | Ashish Lodh , Jean-Maurice Ladure

    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?

    An ‘ESG-First’ Approach to Portfolio Construction

    8 mins read Blog | Jan 19, 2021 | Jean-Maurice Ladure , Ashish Lodh

    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.

    Accounting for Revenue Sources Tells a Richer Story

    6 mins read Blog | Dec 11, 2020 | Jean-Maurice Ladure

    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.

    Can diversification help weather the coronavirus storm?

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

    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. 

    Emerging market country allocation matters

    Blog | Nov 6, 2019 | Jean-Maurice Ladure

    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.

    Beware high dividend yield traps

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

    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?

    Is Europe more than the sum of its parts?

    Blog | Oct 8, 2019 | Jean-Maurice Ladure

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

    Brexit and the Risks of Home Bias

    Blog | Jan 11, 2019 | Jean-Maurice Ladure

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