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36 minutes | Jul 22, 2021
Everybody Was Da-ta Mining
Asset managers in the U.S. and Europe are clamoring for better data and standards to help meet rising demand for ESG strategies across asset classes. We dig deep into the results of a recent Index Industry Association (IIA) survey of 300 managers, with the IIA’s CEO, Rick Redding, Mark Purdy, managing director of Purdy & Associates and MSCI’s head of global solutions research, Raman Aylur Subramanian.
32 minutes | Jul 8, 2021
Did Pfizer Give the Value Factor a Much Needed Shot in the Arm?
As the second quarter of 2021 drew to a close and the global economy continued to reawaken, the big stories were the resurgence of value, the positive correlation between value and momentum and the potential for inflation. What can history and factor ETF flows tell us about our current conditions? Join our quarterly conversation with Hitendra Varsani, along with BlackRock’s US Head of Factor ETFs, Robert Hum and Patrick M. Moraniec, Senior Investment Manager of International Equity for the State of Michigan Retirement System.
40 minutes | Jun 24, 2021
Pride in the Workplace: Who Will Smile at You?
We continue our look at diversity, equality and inclusion efforts through the lens of creating a safe space for LGBTQ employees, and how achieving this goal can be difficult, especially for global companies that need to account for different history, cultural norms and laws across different office locations.
23 minutes | Jun 10, 2021
How I Stopped Worrying and Learned to Love the Cloud
Like those in other industries, investors are looking for more customization, to go to market faster and have more control over the products they build. They’ll find it by looking to the cloud. We explore why and what the impact may be.
31 minutes | May 27, 2021
Reports of the Office’s Death Have Been Greatly Exaggerated
What does the future of work look like? The answer will affect corporate day-to-day operations, culture, recruitment and retention and, certainly, investors.
34 minutes | May 13, 2021
Not Your Father’s Proxy Season
Shareholder proposals for strong action on climate change and diversity have taken center stage at this year’s annual meetings. Hear a report from the front lines and insight into how we arrived at this moment in investment-stewardship history.
27 minutes | Apr 29, 2021
What’s Up with Inflation?
As restrictions lift and economies re-emerge from their long slumber, inflation may have reawakened as well. We discuss the implications for investors, including many who have never worked through a time of sustained inflation.
21 minutes | Apr 22, 2021
How Much Goes into a Net-Zero Commitment?
The announcement of a company’s net-zero commitment is the result of much analysis and multiple decisions. But the key is that it represents the start of the process, not its conclusion.
30 minutes | Apr 15, 2021
NFTs and Gamers and Bitcoin? Oh My!
The creation of a universe that blends our lives online and off will change the way we live, work and play. It also has real-world implications for investors and the planet.
19 minutes | Apr 1, 2021
In Spring, Does an Investor's Fancy Lightly Turn to Value?
Despite a decade or so of disappointing performance, value’s recent uptick merits examination into what drove its performance historically, and if conditions have changed or if the factor needs to be redefined.
28 minutes | Mar 18, 2021
Can Private Assets Withstand So Much Public Attention?
Interest in private assets is on the rise, with new participants and new approaches by existing investors expanding and shifting the role private assets play in multi-asset class portfolios. We shine some light on these historically opaque investments.
30 minutes | Mar 4, 2021
Isn’t It Time Investors Talked More About Diversity?
We host a frank discussion on the state of diversity, inclusion and equality within the investment industry with CalPERS' Simiso Nzima, Michael Barrington-Hibbert, founder of Barrington Hibbert Associates and co-founder of #10000BlackInterns, MSCI’s Head of Index and Chief Responsibility Officer, Diana Tidd and Head of Analytics and Chair of MSCI’s Executive Diversity Council, Jorge Mina.
27 minutes | Feb 18, 2021
Can Asset Owners See Around Corners?
Pension funds, endowments and other asset owners hold tremendous sway over the entire investment ecosystem. Baer Pettit and Roger Urwin break down the issues holding the attention of these large, global investors.
19 minutes | Feb 4, 2021
Measuring Climate Change: Why Can’t We Just Turn Down the Sun?
The investment risks around climate change can be quantified and standardized. We get on the road to COP 26, discussing real solutions with Robert Eccles of the Saïd Business School, University of Oxford and MSCI’s Head of ESG Research, Linda-Eling Lee, at the wheel.
20 minutes | Jan 21, 2021
China Tech: Revolution or Evolution?
China is known as the world’s factory: Good at assembly, great for improving scale. But high-tech breakthroughs? Our guests, including Nina Xiang of the Chinese Money Network, work to sort truth from fiction.
13 minutes | Jan 7, 2020
Episode MMXXI: A New Hope?
Did factor performance at the end of 2020 suggest investor optimism in 2021? We explore the question based on the historical relationship between factors and the economic cycle?
12 minutes | Dec 17, 2020
Keep Calm and Carry On
Peter Zangari, MSCI's head of research and product development, provides his perspective on where investors were back in March, their current concerns and some words of wisdom as we get ready to turn the page on 2020.
21 minutes | Dec 10, 2020
The Yield Hunters, Global Edition
Our journey through the world of global investing continues with a look at the increasingly global focus of fixed-income investors and their search for yield. Next stop: China.
14 minutes | Dec 3, 2020
No Place Like Home? Revisiting US Portfolios
If your home equity market is performing well, why would you look elsewhere for potential opportunities? We search for answers with Raina Oberoi, MSCI's Head of Index Solutions Research for the Americas.
16 minutes | Nov 18, 2020
It's Electrifying! Understanding the Future of Mobility
The future of mobility is nothing short of a “revolution,” says Lukas Neckermann, who has researched, written and consulted on the subject for more than 20 years. We discuss the new mobility ecosystem encompassing a diverse range of industries including renewable energy, technology, transportation, travel, infrastructure, entertainment and even public health.
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