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A Thematic Lens for Portfolios
Dec 17, 2020 Stuart Doole, Kumar Neeraj, Vishad BhalodiaWe show how MSCI Thematic Exposure relevance scores helped position growth funds, as an example, alongside thematic funds, and highlighted key megatrends that drove performance. A thematic lens can help analyze other categories and strategies as well.

Kuwait’s Move from Frontier to Emerging Market
Dec 14, 2020 Saurabh Katiyar, Ashish LodhKuwait’s reclassification from frontier to emerging market and inclusion in the MSCI Emerging Markets Index provides investors exposure to yet another Gulf Cooperation Council member, one that has worked to open its doors to foreign investors.

Accounting for Revenue Sources Tells a Richer Story
Dec 11, 2020 Jean-Maurice LadureDespite 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.

China Tech Investing: An Indexed Approach
Dec 2, 2020 Wei Xu, Kumar Neeraj, Devika GhateChina’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?

How Diversified Are US Equity Investors?
Nov 24, 2020 Oleg RubanThe universe of stocks represented by the MSCI USA Index comprises over 600 securities. U.S. investors might assume there are ample opportunities for diversification and potential risk reduction in the domestic market. Is this assumption correct?

Chinese Government Bonds: Higher Yield, Less Risk?
Nov 12, 2020 Greg Recine, Juan Sampieri, Andy Sparks
China A Shares: What Have We Learned?
Oct 30, 2020 Zhen WeiIn this first of a series of blogs covering specific index-inclusion stories, we explore China A shares’ inclusion in the MSCI Emerging Markets Index by looking back at how it occurred and what’s happened since with market and investor reaction.

Aligning with the Paris Agreement: An Index Approach
Oct 22, 2020 Stuart Doole, Véronique Menou, Kumar NeerajInstitutional investors are under pressure to align their strategies with a maximum global temperature increase of 1.5oC as targeted by the Paris Agreement. We examine how they can approach this while respecting other investment constraints.
A new day for monetary policy
A new day for monetary policy
Andy Sparks discusses the dovish stance of the Fed and other major central banks.
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?
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