With global economic divergence persisting, more asset owners and asset managers are addressing the increasing heterogeneity within emerging markets (EM) by carving out China from EM allocations. We explore the rationale and its implications.
Real-estate debt funds in Europe continued on a stable path of returns in late 2024, in line with the single-digit gains seen in recent years. For private-equity real estate, however, returns have been on a roller coaster.
Over the long term, companies with higher MSCI ESG Ratings have outperformed in Japan’s equity markets. Among the three pillars, governance demonstrated the highest outperformance, followed by the social and environmental factors.
It’s been 25 years since the peak of the dot-com bubble. To mark the occasion, we discuss parallels between today’s AI-driven market boom and the dot-com era with MSCI’s Donald Sze, exploring market sentiment, lessons from history and implications for investors navigating current dynamics.
Traditional asset allocation theories often overlook private assets. We provide a practical blueprint for total portfolio allocation management, focused on a deeper understanding of market correlations to better manage concentration risk and uncertainty in expected returns.
Key insights for the year ahead
Key insights for the year ahead
Key insights for the year ahead
Thematic investing is a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer tastes and behaviors—megatrends that have the potential to change whole industries and shape the way we will live, work, travel and treat disease in the future.
This is the third instalment of our ‘Fact(or) Fiction?’ series, which aims to debunk some common myths around factor investing. In this instalment, we explore the simple concepts that underpin factor investing.
An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.
An objective gauge of the contribution by the world’s public companies to total carbon emissions and their progress toward a net-zero economy.
After the market dislocation of 2023, investors will be hoping for a calmer 2024 in commercial real estate. We identify five key influences to help investors navigate the challenges and opportunities ahead.
