Perspectives

MSCI Inc
  • 5.0 (8)
  • INVERSIONES
  • CADA DOS SEMANAS

From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

  1. 22 ABR

    Investment Trends in Focus: Are Investors Uneasy Enough?

    In a quarter defined by converging shocks — Middle East conflict, AI's “SaaSpocalypse” and private credit stress — MSCI's Ashley Lester and Axel Kilian explore what markets are pricing in and where investors may want to focus.

    28 min

  2. 16 ABR

    The Active Ingredient in Fixed Income ETFs

    ETFs have transformed fixed income — but the story now is shifting toward active. MSCI's Jarrad Lindsey and Jim Jackson of Victory Income Investors dig into why active fixed income ETFs are capturing a growing share of new flows, what "active" actually means in a bond portfolio, and where product innovation is headed. A sharp, practical conversation for anyone serious about fixed income.

    26 min

  3. 30 MAR

    What Fifty Years of Markets Can Tell Us About Today

    History, it turns out, has a lot to say about what's happening today. Fifty years of market history meets today's most pressing investment questions. Kristy Akullian from BlackRock and MSCI's Christine Berg and Abhishek Gupta explore market concentration, the unwinding of home bias, the practical power of factors and the hidden risks buried in global supply chains - and what history tells us about all of it.

    29 min

  4. 12 MAR

    AI Is Rewriting Risk — Are You Ready?

    From geopolitical uncertainty to tariff shocks , investment teams are under pressure to move faster than ever. In this episode, MSCI's Hitendra Varsani and Andrew DeMond examine how AI is compressing workflows from weeks to minutes — and what CIOs and CROs need to consider as they navigate this new landscape.

    24 min

  5. 26 FEB

    The One Where We Say Goodbye to Baer

    As he prepares to retire, MSCI President Baer Pettit reflects on 25 years of profound market change - from the rise of indexation and ETFs to globalization, private markets and AI - and considers how these structural shifts may shape portfolios and investor decision-making in the years ahead.

    17 min

  6. 12 FEB

    Stressing Scenario Analysis

    What happens when diversification stops working? As correlations shift and traditional assumptions break down, investors are turning to scenario analysis and stress testing. Thomas Verbraken and Monika Szikszai explain how these tools can help uncover vulnerabilities and prepare portfolios for "Triple-Red" market environments.

    26 min

  7. 5 FEB

    Sustainability: From Narrative to Fundamentals

    As sustainability grows noisier and more politicized, investors are being forced to look past the headlines and focus on fundamentals. Laura Nishikawa, Head of Emerging Risks R&D at MSCI, and Jenn-Hui Tan, Chief Sustainability Officer at Fidelity International, discuss the economic signals, climate risk and investor decisions shaping the transition.

    24 min

  8. 22 ENE

    Investment Trends in Focus: Rebalancing Portfolios in an Unbalanced World

    Ashley Lester, chief research and development officer, and Axel Kilian, chief client officer, examine a pivotal moment for markets entering 2026. Drawing on MSCI's research, they explore geopolitics, institutional uncertainty, AI investment at scale, market concentration and infrastructure, focusing on the market signals investors should watch.

    29 min
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Información

  • Creador
    MSCI Inc
  • Años de actividad
    2020 - 2026
  • Episodios
    149
  • Clasificación
    Apto
  • Copyright
    ©2021 MSCI Inc
  • Mostrar sitio web
    Perspectives

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