In this year’s report, we focus on: climate change across a variety of angles; regulation, now top of mind not just in the EU, but increasingly in the U.S. and APAC; supply chain issues, including the prospects for lab-grown commodities; and a host of issues affecting everyday lives, including striking rail workers, poor air quality and new ground rules for tech firms.

What will you be watching in 2023? 

Nearly half of listed companies have set a climate target. More than a third have disclosed at least some of their Scope 3 emissions. Yet listed companies are putting carbon into the atmosphere at a rate that would warm the planet 2.7°C above preindustrial levels this century. The latest edition of MSCI’s periodic report details the gap between corporate climate ambition and global temperature goals.

In this year’s report, we focus on: climate change across a variety of angles; regulation, now top of mind not just in the EU, but increasingly in the U.S. and APAC; supply chain issues, including the prospects for lab-grown commodities; and a host of issues affecting everyday lives, including striking rail workers, poor air quality and new ground rules for tech firms.

What will you be watching in 2023? 

Thematic investing is a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors—megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.

This is the third instalment of our ‘Fact(or) Fiction?’ series, which aims to debunk some common myths around factor investing. In this instalment, we explore the simple concepts that underpin factor investing.

An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.

An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.

It can be difficult to make investment decisions about real assets in a period of uncertainty and volatility. We highlight five key trends that are influencing the pricing, performance and trading of assets.