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Showing 1 - 50 of 2,184 entries

  1. BLOG

    Why Your Portfolio May Be Hot, Cold or Just Right 

    Jan 19, 2022

    ESG Research

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    Investors may want to understand not only if their portfolios are aligned with global climate goals but why they may (or may not) fall short of the mark. A performance-attribution analysis can help them understand how “hot” or “cold” their portfolios are.

  2. BLOG

    Climate Change and the Cow in the Room 

    Jan 18, 2022

    ESG Research

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    The global food system is one of the major drivers of climate change, biodiversity loss and depletion of freshwater resources. We looked at traditional plant-based and alternative proteins trends and potential transition risks to food companies’ valuations.

  3. PAPER

    The Protein Transformation: A Critical Driver of the Net-Zero Economy 

    Jan 18, 2022

    Download Document

  4. BLOG

    How ‘Greenflation’ Could Impact Bond Returns 

    Jan 14, 2022

    Fixed Income

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    Investors and policymakers are increasingly focused on the fact that a transition to a low-carbon economy could result in “greenflation,” which could put upward pressure on long-term interest rates and in turn lead to downward repricing of bond portfolios.

  5. BLOG

    2022 Private-Asset Trends to Watch 

    Jan 13, 2022

    Real Estate Investing

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    Private-asset investors are waking up to the urgency of the climate crisis, while dealing with other long-term disruptive trends that accelerated during the pandemic. We may see a substantial reallocation of capital as investors respond to these challenges.

  6. BLOG

    Hotter Inflation Set Some Styles and Sectors on Fire 

    Jan 11, 2022

    Factor Investing

    Learn More

    Whether due to stimulus, deglobalization, decarbonization or an overheating economy, higher inflation could have an impact on style-factor and sector performance. We investigate this impact in the context of two potential economic-growth regimes.

  7. PAPER

    MSCI Liquidity Risk Monitor Report 

    Jan 11, 2022 MSCI Research

    COVID-19 , Risk Management

    Download Document

    During this unprecedented time, we are observing severe spikes in liquidity parameters. In order to keep you informed, we have created the MSCI Liquidity Risk Monitor Special Report, a weekly interim report, demonstrating the behavior of several liquidity risk indicators during the global COVID-19 crisis. Use this report to view movement of key liquidity indicators, as well as to communicate these trends with your internal and external stakeholders.

  8. BLOG

    Higher Agency Loan-Size Limit: A Booster Shot in ARMs? 

    Jan 10, 2022

    Fixed Income

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    Securitizations for U.S. agency adjustable-rate mortgages have declined since the 2008 global financial crisis. But could a loan-limit increase by the government-sponsored enterprises, boost issuance of agency-ARM mortgage-backed securities?

  9. BLOG

    ESG Trends to Watch for 2022 

    Jan 7, 2022

    ESG Research

    Learn More

    As the world’s biggest companies work toward net-zero, corporations ask: What do we do about our suppliers? Meanwhile, ESG investing truly has gone mainstream (with the regulatory attention to prove it). We review these trends and emerging risks.

  10. PAPER

    The Future of Factor Investing 

    Jan 7, 2022 Dimitris Melas

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  11. BLOG

    Factors in Focus: Are Your Equity Styles Ahead of the Curve? 

    Jan 5, 2022

    Factor Investing

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    If economic expansion and higher inflation continue in 2022, interest rates could rise around the world. As investors re-evaluate equity portfolios, we look at factor-index performance in different U.S. interest-rate and yield-curve regimes.

  12. BLOG

    Did Market Liquidity Impact Real Estate Returns? 

    Dec 16, 2021

    Real Estate Investing

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    Real estate is an illiquid asset class. But liquidity can also vary considerably between different assets, markets and time periods. Have differences in liquidity within real estate had an impact on investment returns?

  13. BLOG

    Will Rising Sea Levels Eventually Sink Christmas? 

    Dec 15, 2021

    ESG Research

    Learn More

    It’s not just Santa’s North Pole headquarters that are at risk from global warming. Around 75% of the world’s toys are made in China — most coming from the country’s coastal provinces which face an increasing threat of flooding as global temperatures rise.

  14. BLOG

    Which Companies Lost Most in Europe’s Lost Decade? 

    Dec 14, 2021

    Global Investing

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    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?

  15. BLOG

    Did Deglobalization Add to Inflation Woes? 

    Dec 13, 2021

    Global Investing

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    Inflation watchers, aware of how COVID-19 led to trillions of dollars of stimulus, may want to note the longer-term shift toward deglobalization. As these forces collide, they may lead to rising global inflation and affect asset-allocation strategies.

  16. PAPER

    2022 ESG Trends to Watch 

    Dec 7, 2021 Linda-Eling Lee , Meggin Thwing Eastman

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  17. BLOG

    The Implied Temperature Rise of 'Paris-Aligned' Indexes 

    Dec 6, 2021

    ESG Research

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    Using Implied Temperature Rise — an intuitive metric that can be used to assess net-zero alignment — we analyze temperatures for climate-focused indexes designed to meet or exceed the requirements of the EU Paris-Aligned Benchmarks standard.

  18. BLOG

    What Implied Temperature Rise Means for Funds 

    Dec 6, 2021

    ESG Research

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    With COP26 over, the hard work begins as investors seek to limit temperature rise to less than 2°C above preindustrial levels in their portfolios. We investigate how they can understand whether a portfolio or fund is aligned with temperature targets.

  19. BLOG

    Spotlight on the Markets: Are Supply Chains the New Grinch 

    Dec 3, 2021

    Global Investing

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    The holiday season may only exacerbate supply-chain challenges affecting the availability and prices of goods. In this inaugural edition of Spotlight on the Markets, we analyze performance and how investors are working to rise to the occasion.

  20. BLOG

    Is the Food Industry Ready for Kunming? The Short Answer Is No. 

    Dec 2, 2021

    ESG Research

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    Over the past two years, a growing number of governments have stepped up their plans to protect biodiversity. The most affected industry: Food products, which may face rising regulatory costs and reduced fiscal subsidies. What are the risks to investors?

  21. PAPER

    Net-Zero Alignment: Portfolio Construction Approaches for Investors 

    Dec 1, 2021 Guillermo Cano , Saurabh Katiyar

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  22. PAPER

    MSCI French Barometer – 30th Edition 

    Dec 1, 2021

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  23. PAPER

    How ESG Affected Corporate Credit Risk and Performance 

    Nov 30, 2021 Hitendra Varsani , Rohit Mendiratta , Guido Giese

    Risk Management

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    Environmental, social and governance (ESG) investing is a very broad field with many different investment approaches addressing various investment objectives across asset classes. While there are many studies relating to ESG in equities, the risk assessment of ESG considerations within fixed income may be equally if not more important. Bonds have limited upside, but in a negative scenario, investors can potentially lose all their invested capital. At a top level, we can break down ESG investing into three main areas that each has its own investment objective: first, ESG incorporation, in which the key objective is to improve the risk-return characteristics of a portfolio; second, values-based investing, in which investors seek to align their portfolio with their norms and beliefs; and third, impact investing, in which investors want to use their capital to trigger change for social or environmental purposes — for example, to accelerate the decarbonization of the economy. In this paper, we focus on the first investment objective — ESG as a means to achieve financial objectives in portfolio management in the context of corporate bonds. ©2021 With Intelligence. Republished with permission from the Journal of Impact & ESG Investing, from: Mendiratta, Rohit, Varsani, Hitendra D., and Giese, Guido. 2021. “How ESG Affected Corporate Credit Risk and Performance.” Journal of Impact & ESG Investing 2, no. 2 (Winter).

  24. BLOG

    New Frontiers in Carbon Footprinting: Private-Equity and -Debt Funds 

    Nov 29, 2021

    ESG Research

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    Private-capital funds, which can quickly make large investments in specific targets, are potentially powerful agents in the fight against climate change. But where do private-equity and -debt funds stand in terms of their estimated carbon-emission intensities?

  25. PAPER

    In Transition to a New Economy Corporate Bonds and Climate Change Risk 

    Nov 24, 2021 Guido Giese , Rohit Mendiratta

    Portfolio Construction and Optimization

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  26. BLOG

    Climate Matters: What’s in an ESG Rating. And What’s Not. 

    Nov 23, 2021

    ESG Research

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    ESG ratings are widely used in active management and ESG indexes, with a growing focus on climate change. This has increased debate around two questions: Why are ESG ratings so different across providers? And how do ESG ratings reflect climate risk?

  27. BLOG

    Beginning to Understand the Performance of Social Properties 

    Nov 22, 2021

    Real Estate Investing

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    The precise measurement of social impact is in its early stages. But some property sectors like affordable housing have obvious links to social themes, and investment in these “social properties” has increased significantly over the last 10 years.

  28. BLOG

    Controlling Idiosyncratic Risk in Value Strategies 

    Nov 18, 2021

    Factor Investing

    Learn More

    We looked at ways to mitigate some of the performance drag of stock-specific risk on value strategies over the last decade by directly controlling for this risk without negatively affecting value-factor exposures or contributions.

  29. BLOG

    After Evergrande: Bond Liquidity of Chinese Property Developers 

    Nov 17, 2021

    Fixed Income , Risk Management , Global Investing

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    Evergrande, one of China’s largest and most indebted property developers, had a recent close brush with bankruptcy that generated considerable concern among global bond investors. In this time of distress, how has market liquidity responded?

  30. BLOG

    Can Green Spreads Uncover ESG's Influence on Bond Prices? 

    Nov 11, 2021

    ESG Research , Fixed Income

    Learn More

    Investors increasingly seek to build portfolios that have reduced exposure to climate-transition risk. How might these changes in investor behavior have affected prices in the corporate-bond market?

  31. BLOG

    How Climate Change Affected Thirsty Chipmakers 

    Nov 9, 2021

    ESG Research

    Learn More

    In the face of increasingly frequent and severe climate hazards around the globe, water constraints appear to be emerging as an important factor impacting the Taiwanese semiconductor industry and global supply chains.

  32. PAPER

    专业中国资产配置导论:(三) 

    Nov 4, 2021

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  33. PAPER

    Understanding MSCI Climate Indexes: Methodologies, Facts and Figures 

    Nov 2, 2021 Guillermo Cano , Saurabh Katiyar , Guido Giese

    Download Document

  34. PAPER

    Fund ESG Transparency Q3 2021 Spotlight: Thematic Funds 

    Oct 29, 2021 Rumi Mahmood

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  35. BLOG

    Focusing a Sustainability Lens on China’s Regulatory Changes 

    Oct 28, 2021

    Global Investing

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    Market fundamentals may not be significantly affected by new regulations in China. But, given the regulations’ focus on ESG-related issues, investors can use ESG data as they seek to identify risks and opportunities across industries and securities.

  36. BLOG

    以可持续发展视角关注中国的监管变化 

    Oct 28, 2021

    Learn More

    即使整体市场基本面可能不会受到监管的显著影响,鉴于监管对 ESG 相关问题的关注,投资者可以利用 ESG 数据来寻找跨行业和跨单个证券的风险和机遇。

  37. BLOG

    How Climate Change Could Impact Credit Risk 

    Oct 20, 2021

    ESG Research , Fixed Income , Risk Management

    Learn More

    Investors are increasingly focused on gauging the risks related to climate change. We investigated how various climate scenarios could impact the credit risk of portfolios. In one scenario, 16% of investment-grade issuers could migrate to high yield.

  38. BLOG

    Could Factors Help Explain Asset-Level Real Estate Performance? 

    Oct 19, 2021

    Real Estate Investing , Factor Investing

    Learn More

    For real estate investors, property type and geography segmentations are the primary lens through which they measure and manage their portfolios. Testing five potential real estate style factors, however, were we able to better explain asset-level variation.

  39. BLOG

    How to Achieve Net Zero? Leaders Weigh In 

    Oct 18, 2021

    Global Investing

    Learn More

    How can investors help accelerate the net-zero transition? This was the central question at MSCI’s 2021 Global Investing Conference. We present the core takeaways from the two-day event, which featured senior corporate and investment thought leaders.

  40. BLOG

    Understanding Carbon Exposure in Private Assets 

    Oct 14, 2021

    ESG Research

    Learn More

    Public companies and managers of listed assets face growing disclosure requirements. But private companies have not received the same level of scrutiny. How can investors in private assets calculate their exposure to carbon emitters, and what can they do about it?

  41. BLOG

    Creeping Crypto: Cryptocurrency Risk and ESG 

    Oct 13, 2021

    ESG Research

    Learn More

    Institutional investors may have more exposure to cryptocurrency risk than they realize. We find that cryptocurrencies were a part of business for at least 52 companies covered by MSCI ESG Research, including 26 MSCI ACWI Index constituents.

  42. BLOG

    Stress Testing Portfolios for Climate-Change Risk 

    Oct 7, 2021

    ESG Research

    Learn More

    How quickly companies implement net-zero pledges can affect the value of investments. Stress testing can be used to test how the valuation of a portfolio could change under different climate transition speeds or scenarios chosen by the investor.

  43. BLOG

    Factors in Focus: Where’s the Value in Defensive Positioning? 

    Oct 1, 2021

    Factor Investing

    Learn More

    Throughout the third quarter, investors shifted attention to risks from inflation, tapering and potential interest-rate rises. We analyze global equities and the rotation toward defensive factors.

  44. BLOG

    Constructing Net-Zero Portfolios: Three Approaches 

    Sep 30, 2021

    ESG Research

    Learn More

    While investors around the world are committing to bring the carbon footprints of their portfolios to net-zero by 2050, figuring out how to do so is not a simple matter. What alternatives do investors have?

  45. BLOG

    Industry Momentum Across Regions 

    Sep 27, 2021

    Factor Investing

    Learn More

    We expand on our analysis of industry momentum to assess the persistence of a premium across different regions and the ability of a rules-based strategy to help investors as they seek to capture this premium.

  46. BLOG

    Real Estate’s Income Risk in the Wake of COVID-19 

    Sep 21, 2021

    Real Estate Investing

    Learn More

    COVID-19 has weighed heavily on the financial positions of companies that hold leases for commercial real estate. Property investors can track the covenant quality of their tenants and translate it into a probability of default over the length of the lease.

  47. PAPER

    Net-Zero Alignment: Objectives and Strategic Approaches for Investors 

    Sep 20, 2021 Zoltán Nagy , Guido Giese

    Download Document

  48. BLOG

    The Impact of China’s New Regulations: A Thematic Lens 

    Sep 15, 2021

    Global Investing

    Learn More

    Regulatory changes in China have investors wondering how different industries could be affected. Evaluating the changes through a thematic lens can provide insight into the growth and crowding levels of megatrends, as industries react and evolve.

  49. BLOG

    从主题投资角度看中国新规的影响 

    Sep 15, 2021

    Learn More

    中国最近的一系列监管变化让一些投资者对不同的行业反应和影响产生了疑问。

Showing 1 - 50 of 2,184 entries