By Daniel Barrera, Senior Associate, MSCI Research, and Simon Minovitsky, Vice President, Equity Research Team, MSCI.
During inflationary periods, equity investors, historically, have turned to gold as a hedge and diversifier. As the issue of inflation becomes more pressing, we ask whether cryptocurrencies, such as Bitcoin, could have played a similar role.
By Rahul Sen Sharma, Managing Partner, and Varun Raju, Senior Analyst Index Research at Indxx.
Thematic ETFs, with an agenda to achieve value over the long term, have necessitated the birth of funds with far sights on the future.
By Anil Rao, Executive Director, Equity Solutions Research, and Thomas Verbraken, Executive Director, MSCI Research at MSCI.
Some investors may be concerned about crowding within the fast-growing thematic-investing segment. Using MSCI’s stock-crowding model, we identify crowded themes and run stress tests to understand how they might respond to an equity sell-off.
By William Sokol, Senior ETF Product Manager at VanEck.
Corporate bond investors are faced with a challenge in the current environment: sacrifice income or take more risk.
By the research team at Amundi Asset Management.
The global luxury goods industry represents an attractive opportunity for investors seeking long-term, structural growth.
By Shaheen Contractor, ESG Analyst, Bloomberg Intelligence.
ESG ETF assets hit $218bn last year as the number of funds grew and asset managers launched new funds to capitalize on the growth in the market. However, even though ESG factors have become a major influence in the market, it is still difficult for investors to understand what exactly ESG ETFs offer.
By Luke Oliver, Head of Strategy at KraneShares.
MSCI has not increased the inclusion factor of China A-shares in its indexes since November 2019. While the global index provider is taking a measured approach to inclusion, financial institutions are proceeding more ambitiously.
By Salvatore J. Bruno, Chief Investment Officer; and Kelly Ye, Director of Research at IndexIQ.
The past year saw high yield bonds rally strongly in the wake of March’s Covid-driven selloff as growth rebounded and a widely expected wave of corporate bankruptcies failed to materialize.
By Pierre Debru, Director of Research at WisdomTree.
Whether thematic investments are used tactically or strategically, investors’ portfolio allocation should be able to accommodate them efficiently.
By Aneeka Gupta, Director of Research at WisdomTree.
Colonial Pipeline Co., a supplier of gasoline, diesel, and jet fuel to the eastern US, was forced to halt operations on Friday owing to a ransomware attack that affected some of its IT systems.