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Our latest research

Research Paper

2020 ESG trends to watch

Jan 13, 2020 LEE Linda-Eling, MARSHALL Ric, EASTMAN Meggin Thwing

We highlight five trends we believe will unfold over 2020: Climate change innovators: spotting the sleeping giants; new terms for capital: ready or not, here comes ESG; Re-valuing real estate: investing in the eye of the hurricane; the new human capital paradox: Juggling layoffs and shortages; and keeping score on stakeholder capitalism: looking for accountability in all the new places.

Research Paper

Factors and corporate bonds: Single- and multi-factor approaches to corporate credit

Jan 6, 2020 VARSANI Hitendra, JAIN Vipul, MENDIRATTA Rohit

Could factor investing offer a risk-return edge in USD investment-grade corporate credit? We simulated the past performance of six fixed-income factors — value, low size, quality, momentum, carry and low risk — that broadly align with MSCI’s equity factors.

Research Paper

Women on boards: 2019 progress report

Dec 13, 2019 EMELIANOVA Olga, MILHOMEM Christina

Women’s representation on corporate boards climbed to 20% in 2019, up from 17.9% in 2018 and 17.3% in 2017. At the current pace, a 50/50 gender split among global directors might be reached by 2044, according to our latest report.

MSCI Blog

Looking to the futures of emerging markets

Dec 11, 2019 Hitendra D Varsani

Emerging-market (EM) equities have delivered unique risk and return characteristics over the last 30 years. Are futures on EM stocks a liquid enough means to gain exposure during normal and stressed conditions?

MSCI Blog

Emerging markets since China A shares’ inclusion

Dec 5, 2019 Zhen Wei

The emerging-market (EM) equity segment has evolved substantially during the two and a half years since MSCI announced the inclusion of China A shares in the MSCI Emerging Markets Index.

MSCI Blog

The value of standards in the investment process

Dec 2, 2019 Guillermo Cano

Standards can establish a common language and provide clarity among market participants. We examine three to see how they can help evaluate returns, quantify factor exposures and measure the impact of changes in sector and industry trends.

MSCI Blog

A default wave for Chinese consumer ABS?

Nov 18, 2019 Jian Chen, Yini Yang

The default rate for auto loans in Chinese consumer asset-backed securities increased rapidly in recent months, and China may be moving toward a more borrower-friendly bankruptcy regime. Could this   lead to even higher default rates?

MSCI Blog

Have regional equity-market correlations risen?

Nov 15, 2019 Guido Giese, Roman Kouzmenko

Global equity investors use regions as building blocks in asset allocation, typically segregating markets by how developed they are and by geography. Has globalization reduced the potential for geographical portfolio diversification?

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?