Extended-lister
Showing 81 - 90 of 327 entries
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Interview
Legends of Indexing - an interview with Henry Fernandez by Journal of Indexes
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MSCI Blog
Integrating ESG into Factor PortfoliosOver the past decade, many long-term institutional investors have incorporated Environmental, Social and Governance (ESG) considerations into their portfolios, by creating segregated ESG mandates or by incorporating ESG criteria across the entire portfolio.
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MSCI Blog
Return of the CyclicalsU.S. equity investors in 2016 experienced a roller coaster ride. The U.K.’s vote to leave the European Union and the U.S. presidential election each resulted in sharp market moves. Together, the two events contributed to a shift in the underlying fabric of equity markets starting in the second half of the year.
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MSCI Blog
How Pure is your Value?Among the reasons that value firms sell at a discount to their intrinsic worth is that they tend to be more sensitive to shocks in gross domestic product compared with their growth counterparts. That may occur because of leverage, deployments of capital, risk-taking or something else that constrains value firms' abiliity to adapt to macroeconomic stresses.
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MSCI Blog
A smoother ride? Looking at factor-based asset allocationOn the surface, holding-based asset allocation appears to produce stability. But is what you see always what you get? We investigate the pros and cons of a factor-based approach.
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MSCI Blog
Can Alpha be Captured by Risk Premia?Traditional investment thinking posits that alpha depends on the active decisions of portfolio managers. The search for alpha is daunting, however, because even the best analysis can be upended if the market draws a different conclusion. In addition, geopolitical and macroeconomic events can change the market environment without warning.
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MSCI Blog
The Value Factor Marks A Decade of DisappointmentCall it a lost decade. The value factor recently marked 10 years of decline in the U.S.
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MSCI Blog
What Matters for Investors in the Long RunInvestors who aim to understand what drives returns over the long run might look to the Land of the Midnight Sun.
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MSCI Blog
Nearshoring, Friendshoring and Reshoring: Heads Up to Equity AllocatorsMultinational corporations’ recent interest in reconfiguring their global supply chains and adopting “China-plus” manufacturing strategies has potential consequences for equity allocators, reaching across countries, sectors and themes.
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MSCI Blog
Why global small-cap stocks are becoming an important part of institutional portfoliosInstitutional investors worldwide traditionally have tended to focus on the stocks of larger companies, finding them less risky, more liquid and offering greater investment capacity than small-cap stocks. But asset owners and managers increasingly are allocating strategically to the small-cap equity segment as part of their global equity portfolios i.e., via an “all-cap” approach.