Dynamic content cards

Our latest research

MSCI Blog

Including Microcaps in Benchmark Indexes: Japan vs. US

Apr 7, 2021 Naoya Nishimura

Selecting an equity benchmark may mean balancing market coverage and investability. For example, exhaustive coverage may include microcap stocks, with lower liquidity and investment capacity. But excluding them may reduce low-size-premium exposure.

MSCI Blog

Reopening Economies and the Resurgence in Value

Mar 31, 2021 Waman Virgaonkar, Hitendra D Varsani

After 15 years of challenging performance, many have asked if value is still a valid investment strategy. But the reopening of the global economy following vaccination rollouts has reignited interest across stocks, sectors, countries and regions.

MSCI Blog

Value-Performance Anxiety

Mar 23, 2021 Mehdi Alighanbari, Saurabh Katiyar

Despite a recent performance lift, many still ask whether the value factor is broken. We analyze the reasons behind its underperformance and start exploring the potential of updates to value definitions and approaches to value-portfolio construction.

MSCI Blog

Considerations for Dedicated China Equity Allocations

Mar 18, 2021 Zhen Wei

China provides global equity investors a unique set of opportunities and challenges as they evaluate a potential dedicated investment program and how to approach asset allocation from policy configuration to portfolio implementation.

MSCI Blog

The Pace of Fast Change: Growth vs. Thematic Investing

Mar 16, 2021 Anil Rao, Stuart Doole

Investors considering thematic investments to gain exposure to firms whose fortunes may not be captured by fundamental growth measures, may ask: What are the key opportunities – and challenges – that distinguish thematic from growth investing?

MSCI Blog

Are Growth and Value Indexes Still in Style?

Mar 9, 2021 Guillermo Cano, Abhishek Gupta

Growth and value indexes were created in the 1980s as finer tools than market-cap indexes to measure the performance of growth and value funds. Are style-specific indexes still a relevant choice to use as benchmarks for these funds?

MSCI Blog

How Inflation Could Affect Multi-Asset-Class Portfolios

Mar 3, 2021 Thomas Verbraken, Daniel Szabo

Market participants are hotly debating whether U.S. monetary and fiscal policy may cause inflation. We consider four scenarios — reflation, disinflation, an overheated economy and stagflation — and their potential impact on multi-asset-class portfolios.

Investment Insights 2021

Investment Insights 2021

What are the critical challenges facing institutional investors?

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?