Extended-lister
Showing 71 - 80 of 201 entries
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MSCI Blog
The Pace of Fast Change: Growth vs. Thematic InvestingInvestors 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 Thematic Indexes US Equity Indexes MSCI Sector Indexes GICS
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MSCI Blog
Are Growth and Value Indexes Still in Style?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?
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MSCI Blog
How Inflation Could Affect Multi-Asset-Class PortfoliosMarket 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.
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MSCI Blog
How Have Stocks Responded to Changes in Climate Policy?To what extent has climate risk been priced into equity markets? Is there a “brown” discount and a “green” premium? Has this shifted over time? How can we model such risks as the world moves toward net-zero targets? We examine the financial impact of climate transition risk on global equity markets.
ESG Products & Services Portfolio Management Analytics
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MSCI Blog
Currency-Risk Hedging in Real Estate BenchmarksGlobal real estate investors can expose themselves to currency risk. Using a hedged index, they may better align their benchmark and investment approach and ensure currency risk is accurately treated in allocation modeling and performance attribution.
Hedging & Currency Indexes ESG Climate VaR Global Intel IRIS
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MSCI Blog
Stress Testing Climate-Change ScenariosRegulators around the world are upping the ante on climate-related financial disclosures. How can investors stress test potential exposures to these changes in policy? We take a look within Europe.
ESG Climate Solutions ESG Climate VaR
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MSCI Blog
A Thematic Lens for PortfoliosWe 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.
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MSCI Blog
Kuwait’s Move from Frontier to Emerging MarketKuwait’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.
All Country Indexes Emerging Markets Indexes MSCI Sector Indexes
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MSCI Blog
Accounting for Revenue Sources Tells a Richer StoryDespite 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.
Indexes MSCI Country and Regional Indexes Developed Markets Emerging Markets Indexes MSCI Sector Indexes
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MSCI Blog
China Tech Investing: An Indexed ApproachChina’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?