QuickSearch
Featured content
Featured Content
Quick links - research
Dynamic content cards
Our latest research
Drivers of China Equities’ Sell-Off
Apr 20, 2022 Wei Xu, Shuo XuFollowing the recent sell-off in Chinese equities, global investors may have some concerns and questions about their China exposure. Have fundamentals changed? What role did the Russia-Ukraine war play? Which factors are important to keep an eye on?
Which Companies Lost Most in Europe’s Lost Decade?
Dec 14, 2021 Anil Rao, Jean-Maurice LadureIf 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?
Did Deglobalization Add to Inflation Woes?
Dec 13, 2021 Román Mendoza, Oleg RubanInflation 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.
Spotlight on the Markets: Are Supply Chains the New Grinch
Dec 3, 2021 Ana Harris, Mehdi AlighanbariThe 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.
After Evergrande: Bond Liquidity of Chinese Property Developers
Nov 17, 2021 Daniel F. MolnarEvergrande, 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?
Focusing a Sustainability Lens on China’s Regulatory Changes
Oct 28, 2021 Shuo XuMarket 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.
How to Achieve Net Zero? Leaders Weigh In
Oct 18, 2021 Meggin Thwing EastmanHow 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.
The Impact of China’s New Regulations: A Thematic Lens
Sep 15, 2021 Wei XuRegulatory 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.
Investment Insights 2021
How can active managers put ESG to work?
How can active managers put ESG to work?
Many active managers are concerned that using ESG data might disturb investment processes or introduce unintended biases. What’s the evidence?
Why are small caps different?
Why are small caps different?
Apart from size, what distinguishes global small-cap stocks from their large- and mid-cap counterparts?
Interested in our Research?
Get the latest trends and insights straight to your inbox.
Select your topics and use cases to stay current with our award winning research, industry events, and latest products.