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MSCI Blog

Assessing Company Alignment with UN SDGs

Sep 14, 2020 Olga Emelianova

Five years ago, the United Nations adopted 17 UN Sustainable Development Goals (SDGs) in an effort to end extreme poverty, reduce inequity and protect the planet by 2030. Using a new tool, we examine whether companies are walking the walk.

MSCI Blog

ESG in Mexico: At a Fork in the Road?

Aug 27, 2020 Mario López-Alcalá

Mexican companies’ ESG risk-mitigation practices have come a long way over the past decade, but there has been some slippage over the past two years. We examine the current status and why investors may want to pay attention.

MSCI Blog

Alternative Views of Equity-Market Liquidity During COVID-19

Aug 26, 2020 Saurabh Katiyar, Reil Abucay, Chirag Gosar

Institutional investors have typically used traded volume as a way to assess market liquidity. Adding alternative measures that gauge market impact and trading costs can provide a more comprehensive view for portfolio managers and traders.

MSCI Blog

Understanding the Industry-Momentum Factor

Aug 19, 2020 Alex Johnson, Simon Minovitsky

When COVID-19 first swept through global equity markets, many factors exhibited unprecedented performance swings. How could institutional investors interpret the industry-momentum factor’s moves in the context of the underlying market dynamics?

MSCI Blog

Index Futures and the Expansion of Equity Markets in EM and Asia

Aug 4, 2020 Zhen Wei

Given equity market growth in the emerging markets and Asia, and the dispersion of returns across individual subregions and countries, some have looked beyond traditional long-only approaches, to others, such as futures. We explore those options.

MSCI Blog

Managing Climate Risk in Equity Portfolios: A Case Study

Jul 15, 2020 Bruno Rauis, Zoltán Nagy

Institutional investors are increasingly focused on mitigating their climate-related risks. How could a “typical” active global equity manager have managed these exposures without disturbing the portfolio’s risk and return characteristics?

MSCI Blog

Would Integrating ESG in Chinese Equities Have Worked?

Jul 7, 2020 Naoya Nishimura, Shuo Xu

ESG ratings have reflected financial risk and returns in developed-market and emerging-market equities. But was this true in China, where ESG considerations are still in their infancy?

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?