Extended-lister
Showing 51 - 60 of 201 entries
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MSCI Blog
How to Achieve Net Zero? Leaders Weigh InHow 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.
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MSCI Blog
The Impact of China’s New Regulations: A Thematic LensRegulatory 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.
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MSCI Blog
How a Shift Toward Buybacks Affected Yield StrategiesFor investors who use yield strategies to generate income, a steady stream of dividend payments is important. But with more companies using buybacks as a way to redistribute profits, investors may want to consider a more holistic view of income.
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MSCI Blog
A Sector-Balanced Approach to China A Mega-Cap ExposureFor investors seeking exposure to the mega-cap segment of the China A market, a simple top-50 market-cap-weighted approach can lead to large sectoral biases. We explore how a balanced mega-cap approach may help.
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MSCI Blog
Fresh IPO Stocks and Indexes: In or Out?Depending on a number of factors, stocks may be added to indexes soon after a company’s IPO, which can affect asset managers who use the indexes to create and benchmark portfolios. We investigate the impact of IPO stocks on index performance.
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MSCI Blog
COVID-19’s Uneven Impact on Office VacancyWhat was the precise impact of the COVID-19 crisis on office properties? While the overall vacancy rate at the end of 2020 was lower than the previous cycle’s peak, the percentage of fully leased office buildings reached an all-time low.
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MSCI Blog
Hedging Inflation with EquitiesEquities have traditionally been viewed as a hedge against inflation, based on the assumption that companies’ revenues adjust for inflation over time. But what has been the short-term impact on equity portfolios?
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MSCI Blog
Momentum on a Value HuntMomentum, by definition, rotates into securities with recent outperformance. That said, investors who view value and momentum as contra-signals may have questions about the value-momentum convergence and the divergence of momentum and growth.
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MSCI Blog
Real Estate’s Climate-Transition Risk: The Path to Net-ZeroThe 2015 Paris Agreement seeks to keep the rise in global temperature to well below 2 degrees Celsius above pre-industrial levels, and many governments are aiming for 1.5°C through nationally determined contributions. What are the implications for real estate markets?
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MSCI Blog
The Pressure of the Crowd: Stress Testing Thematic IndexesSome investors may be concerned about crowding within the fast-growing thematic-investing segment. Using MSCI’s stock-crowding model, we identify crowded themes and run stress tests to understand how they might respond to an equity sell-off.