Perspectives podcast

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A tartalmat a MSCI Inc biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a MSCI Inc vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

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Richard (Kudo) Couto: The Hidden Horror Behind a Billion-Dollar Brand 42:18

8 napja42:18

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42:18

“I used to be the largest dairy consumer on the planet. I used to eat so much dairy and meat. The more that I looked into the dairy industry, the more that I saw that it was the singular, most inhumane industry on the planet, that we've all been lied to, including myself, for years. I always believed that the picture on the milk carton, the cow standing next to her calf in the green field with the red barn in the back was true. It’s certainly the complete opposite.” – Richard (Kudo) Couto Richard (Kudo) Couto is the founder of Animal Recovery Mission (ARM), an organization solely dedicated to investigating extreme animal cruelty cases. ARM has led high-risk undercover operations that have resulted in the shutdown of illegal slaughterhouses, animal fighting rings, and horse meat trafficking networks. Recently, they released a damning investigation into two industrial dairy farms outside of Phoenix, Arizona supplying milk to Coca-Cola’s Fairlife brand. What they uncovered was systemic animal abuse, environmental violations, and a devastating betrayal of consumer trust. While Fairlife markets its products as being sourced "humanely," ARM’s footage tells a very different story—one of suffering, abuse, and corporate complicity. Despite the evidence, this story has been largely ignored by mainstream media—likely due to Coca-Cola’s massive influence and advertising dollars.…

Perspectives

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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.

131 epizódok

Perspectives

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updated 14 napja

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131 epizódok

Minden epizód

Perspectives

1
Who's Afraid of the Big, Bad Bond Market? 24:38

14 napja24:38

24:38

Though many of the headlines follow every twist and turn that equities have taken over the last month, fixed income remains an important part of the story. From drivers of inflation to the relative strength of the U.S. dollar and the rise of private credit as a funding source for corporate America, understanding the shifting dynamics is key as investors plot their next move.…

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q2 2025 38:29

28 napja38:29

38:29

As the year started, the overriding theme was the dominance of the U.S. in the world's financial markets. However, there were already some uncertainties on the horizon. Three months later we have seen quite astounding action on both the policy front and in financial markets. MSCI's roundtable of experts provide their unique perspective on it all.…

Perspectives

1
From Dot-com to Dot-AI: Is History Repeating? 16:56

6 weeks16:56

16:56

25 years on from the peak of the dot-com bubble, 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.

Perspectives

1
Tariff-ied Markets: What Investors Need to Know 28:42

10 weeks28:42

28:42

Trade tensions are rising - what does this mean for investors? MSCI's Abhishek Gupta and Thomas Verbraken discuss the latest tariff developments, their potential impact on inflation and interest rates and how they could reshape market dynamics in 2025 and beyond.

Perspectives

1
Location, Location... Allocation: Real Estate's Shifting Landscape 37:12

12 weeks37:12

37:12

Real estate is resetting - but not everywhere and not all at once. Tom Leahy and Ben Chow, the EMEA and APAC heads of real-estate research at MSCI, unpack 2025's key trends, from interest rates to AI-driven demand, and discuss why strategy, timing and resilience could be important drivers going forward.…

Perspectives

1
Sweet 16: Have Bitcoin and Other Digital Assets Come of Age? 32:47

14 weeks32:47

32:47

The first Bitcoin was mined on Jan. 3, 2009. Since then, much of the story has been about volatility, speculation and retail investors. But our guests - including MSCI's Padmakar Kulkarni, Barbara Schlyter of DWS Group and Menai's CIO, Shubin Jha - help us dig deeper into the world of digital-assets investing and examine why institutional investors have started to pay closer attention.…

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q1 2025 50:36

16 weeks50:36

50:36

The dominance of the U.S. showed no signs of waning as the year began. But what will investors be watching as they seek to steady an unbalanced world? Our quarterly panel breaks down the potential effects for global equities, fixed income and private investments, as well as one area where it's Asia that dominates - energy consumption.…

Perspectives

1
How Are You Fixed for Fixed Income for 2025? 40:06

22 weeks40:06

40:06

With fixed-income investors still recovering from a year that arguably saw nearly every cycle of the market, we look ahead to 2025 across sectors, including sustainability-linked bonds, securitized products and the ongoing effects of inflation and moves by central banks.

Perspectives

1
Two Takes on the Future of Risk 16:52

24 weeks16:52

16:52

When it comes to managing portfolios, the role of risk, and risk managers continues to evolve. We hear from two industry leaders, recently returned from the MSCI Analytics Summit, on the future of identifying, measuring and managing risk.

Perspectives

1
As Asset Owners Go, So Goes the Industry 23:45

26 weeks23:45

23:45

We're joined by MSCI's Chief Research Officer, Ashley Lester and Chief Client Officer, Axel Kilian, who recently attended the 19th annual Institutional Investor Forum, hosted by MSCI. We discuss the benefits and considerations of a total portfolio approach, as well as the myriad of challenges facing asset owners and investors around the world.…

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q4 2024 39:50

29 weeks39:50

39:50

From the effects of China's stimulus to the power of sustainability on portfolio performance and companies cost of capital, our panel dissects the latest market drivers and where investors may be focused for the rest of 2024.

Perspectives

1
Real Estate Debt, Distress and, Dare We Say, Hope? 24:19

33 weeks24:19

24:19

Rate hikes from central banks around the world may offer a glimmer of hope to commercial real estate (CRE) investors, but will it be the panacea they're looking for? We discuss the state of the CRE debt market and the potential path for portfolios.

Perspectives

1
The Future of Energy 36:04

35 weeks36:04

36:04

One of the key aspects of controlling or limiting climate change is the energy transition. That is, the global energy sector's shift from fossil-based systems of energy production and consumption - including oil, natural gas and coal - to renewable energy sources like wind and solar, as well as lithium-ion batteries. To discuss where things stand in the transition, we spoke to MSCI ESG Research's Chris Cote and Yu Ishihara, author of the recently published paper "Auto Industry: Emissions vs. Economics," along with Tyler Rosenlicht, Head of Natural Resource Equities at Cohen Steers.…

Perspectives

1
So Many Sectors, So Little Time 42:34

39 weeks42:34

42:34

As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating Sector Investing in Portfolio Management," and Vanguard's, Andrey Kotlyarenko, provides a view into how investors put this all into practice.…

Perspectives

1
Getting a Fix on Fixed Income 26:29

41 weeks26:29

26:29

With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may hold.…

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q3 2024 46:50

43 weeks46:50

46:50

Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.…

Perspectives

1
Making the Most of the (Electrical) Grid You’ve Got 49:42

46 weeks49:42

49:42

The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.

Perspectives

1
The Best Time to Plant a Tree Is 20 Years Ago 20:02

50 weeks20:02

20:02

How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.

Perspectives

1
Step Right Up for the Voluntary Carbon Markets! 30:02

52 weeks30:02

30:02

While more countries and companies are making plans for a low-carbon future, emissions are still rising and the deadlines for action are closing in. Enter the carbon markets, where companies can purchase credits to offset their carbon footprint until long-term reduction plans become a reality. We explore these markets and their potential impact on companies and investors.…

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q2 2024 43:28

1 year43:28

43:28

Our quarterly market analysis, features a robust discussion of the public and private markets, as well as a deep dive and some surprising results from the world of sustainable investing.

Perspectives

1
Removing Old King Coal's Crown ... Slowly 28:47

1 year28:47

28:47

Abruptly shutting down all the coal-fired power plants may appeal to some, but there would likely be unintended consequences for investors, as well as plant employees and those who live where the plants are located. We dig into why a managed coal phaseout with specific target dates and actions may create a level of certainty for all involved.…

Perspectives

1
The Inevitable AI Episode 35:26

1 year35:26

35:26

Since ChatGPT's debut less than 18 months ago, artificial intelligence has dominated headlines, and excitement and apprehension now surround its entry into the world of finance and investment. But just what are the expectations and misconceptions?

Perspectives

1
Jim Costello Explains it All (About Commercial Real Estate) 39:07

1 year39:07

39:07

Last week’s episode left a lot on the cutting-room floor. Here we offer the chance to listen to our complete interview with Jim Costello, chief economist at MSCI Real Assets, where he assesses the commercial real-estate landscape, including the pricing gap between buyers and sellers.

Perspectives

1
Did you get the memo? There's more to commercial real estate than office space. 47:16

1 year47:16

47:16

When it comes to commercial real estate, much of the attention of investors and the financial press has focused on the state of the office sector, which has been hurting. And while real concerns exist, there are also potential opportunities across and within the various real-estate sectors.

Perspectives

1
I Fought the Fed, and the Fed Won 27:48

1 year27:48

27:48

Inflation is down, but stubborn, and investors are still digesting Fed Chair Jerome Powell’s statements after the latest meeting of the FOMC. We sit down for a one-on-one interview with, Andy Sparks, to assess where we stand in the give and take between central banks and markets.

Perspectives

1
Remapping the Investment World 23:57

1 year23:57

23:57

For global investors, the idea of individual country or market allocations isn’t new. But in today’s world, with a dynamic geopolitical map, the rewiring of supply chains and greater focus on sustainable investing, it may be time for a new approach.

Perspectives

1
Investment Trends in Focus: Quarterly Roundtable Q1 2024 48:30

1 year48:30

48:30

Ashley Lester and team help investors find the connections between — and evaluate the risks and potential opportunities of — AI, geopolitics and the effects of climate change, as well as the growing importance of private capital and continued influence of monetary policy.

Perspectives

1
COP28: The Beginning of the End for Fossil Fuels? 41:57

1 year41:57

41:57

While the media focused on the battle over the wording of the final agreement, there was actually a lot of progress that flew further under the radar, but may have a greater impact on investors. Founding director and head of the MSCI Sustainability Institute, Linda-Eling Lee, and Guy Turner, head of MSCI Carbon Markets, share their experiences on the ground in Dubai and what the outcomes may mean for investors.…

Perspectives

1
The Apple-fication of Investing 28:11

1 year28:11

28:11

Listen in on an in-depth discussion about the growing demand for and personalized tax-efficient strategies from wealth-management clients — driven by technological revolution and the coming, intergenerational transfer of wealth.

Perspectives

1
Real Estate Investors: Stuck in the Middle with You 35:21

1 year35:21

35:21

Richard Hill of Cohen & Steers joins MSCI’s Jim Costello to discuss the changing perceptions of the commercial-property market, from dull and boring to dynamic and complex — and the current set of risks and potential opportunities.

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