Extended-lister
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BLOG
Three Scenarios for Investors in European Credit
Nov 25, 2022 Monika Szikszai , Thomas Verbraken
Learn MoreWe explore three scenarios of varying severity for European credit, with outcomes for a multi-asset European portfolio ranging from a 2% return in a “mild recession” scenario to an almost 11% drop in a “sharp global recession,” according to our model.
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BLOG
Total Portfolio Footprinting to Transform Green-Bond Emission Accounting
Nov 23, 2022 Michael Ridley
Learn MoreWe take a look at how MSCI’s Total Portfolio Footprinting could provide an innovative way for investors to compare the financed-emissions of green and non-green bonds, helping them make better informed investment decisions.
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U.S. tech giants had a spectacular run over the past decade, but the tide has turned for many of these companies in 2022. We evaluate Big Tech’s descent and discuss the efficacy of building resilient portfolios.
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BLOG
What COP27 Means for Companies and Investors
Nov 21, 2022 Sylvain Vanston , Oliver Marchand , Chris Cote , Simone Ruiz-Vergote , Meggin Thwing Eastman
Learn MoreCOP27 underscored the need for action on corporate climate pledges, the importance of data and a series of initiatives to spur public and private investment for developing countries. We review some of the key developments for companies and investors.
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Momentum is a well-documented investment strategy used across assets, industries and asset classes, as well as style factors. We present an optimized style-timing strategy that accounts for both past performance and the variance-covariance of styles.
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We assessed the carbon footprint of the world’s largest asset managers and found that while there was little difference between equity and fixed income assets, geography and size mattered when it came to carbon intensity.
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Reducing emissions of greenhouse gas may mean that investors engage with companies lacking adequate net-zero targets. This post explores different engagement tools that investors can use to help net-zero laggards catch up to net-zero leaders.
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BLOG
What Drove Private-Credit Funds’ Outperformance?
Nov 9, 2022 Lue Xiong , Andrew DeMond , Hamed Faquiryan
Learn MoreWhen selecting private-credit funds, investors can often only consider broad strategies, due to the general opacity of the asset class. We draw on loan-level data and proprietary analytics to produce a more detailed picture of the direct-lending market.
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REPORT
Net-Zero Alignment: Engaging on Climate Change
Nov 7, 2022 Harlan Tufford , Chris Cote
Learn MoreEngagement, in tandem with capital allocation, is a key lever for institutional investors who wish to pursue net-zero targets.
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The U.S. and China represent two of the largest and complementary global-equity markets. We detail whether home-biased investors in China may be neglecting long-term growth and diversification opportunities.
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BLOG
US Midterm Elections from an Equities Perspective
Nov 3, 2022 Abhishek Gupta , Román Mendoza
Learn MoreLeading up to and including Nov. 8, Americans will vote for 35 Senate and all 435 of the voting House seats.
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Potential buyers and current owners of U.S. office assets have moved apart on price expectations, causing deal activity to drop. We discuss two approaches to gauging the outlook for pricing.
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BLOG
Supporting the Low-Carbon Transition: An Indexed Approach
Nov 2, 2022 Kumar Neeraj , Stuart Doole
Learn MoreInvestors globally are committing to reduce the carbon footprint of their portfolios. We illustrate how indexes can be an option for investors who wish to finance the transition as well as encourage companies to set and meet net-zero targets.
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BLOG
Climate Action Could Lessen Physical Climate Risks
Nov 1, 2022 Jascha Lehmann , Gillian Mollod
Learn MoreA future that relies on fossil fuels could expose almost a quarter of the market value of companies in the MSCI ACWI IMI to the risks of severe physical climate impacts. Which were the most vulnerable sectors and what can be done to limit the risks?
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BLOG
ESG Indexes Lifted by Carbon-Efficient Firms but Underperformed
Oct 31, 2022 Saurabh Katiyar , Yuliya Plyakha Ferenc
Learn MoreWhile much of the market volatility endured, the MSCI ESG Indexes’ performance drivers varied from the first half to the third quarter of 2022. We examine the impact of macroeconomic and financial conditions on returns in the short- and long-term.