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Martin Gyugyi
Associate, MSCI Research
Martin Gyugyi is a member of MSCI's equity investing research team. His research focuses on crowding, equity factors and signal generation. Previously, he was part Morgan Stanley’s credit stress and portfolio analytics team, where he worked on credit stress models. He holds a BSc. and an MSc. in Physics from Eötvös Loránd University in Budapest.
Research and Insights
Articles by Martin Gyugyi
Feeling Déjà Vu After 25 Years?
6 mins read Blog | Mar 24, 2025 | Donald Sze, Martin GyugyiThe pullback in U.S. mega-caps coincides with the 25th anniversary of the dot-com bubble’s peak. The parallels between then and now are striking. However, today’s top-performers exhibit higher profitability, stronger growth and lower valuations than their dot-com counterparts.