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Artwork for Perspectives

Perspectives

MSCI Inc
Artificial Intelligence
Climate Change
Inflation
MSCI
Tariffs
Private Assets
Commercial Real Estate
Geopolitics
Monetary Policy
Interest Rates
Energy Transition
Investment Strategies
Financial Services
Private Equity
Renewable Energy
Global Trade
Supply Chains
Total Portfolio Approach
Sustainability
Private Credit

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.

PublishesTwice monthlyEpisodes152Founded6 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for Perspectives

Latest Episodes

MSCI's Ashley Lester and Axel Kilian unpack the most concentrated equity rally in decades, the effects of megacap IPOs, such as SpaceX and why fixed income never bought the rally — and what this all could mean for the rest of 2026.

After 15 years of near-uninterrupted growth, private markets are facing something they haven't faced before: a real test. In this episode, recorded on the sidelines of the inaugural MSCI Private Assets Summit, host Adam Bass speaks with leaders acros... more

As global markets undergo a turbulent re-rating, institutional investors are rethinking their hedging tools. In this episode, MSCI's Vasileios Koutsoulis, NYSE's Brian Gilbart and NEOS Investments' Wes Matthews discuss the growing ecosystem for MSCI ... more

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.

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Recent Guests

Jim Jackson
Chief Investment Officer at Victory Income Investors
Victory Income Investors
Episode: The Active Ingredient in Fixed Income ETFs
Kristy Akullian
Head of iShares Investment Strategy at BlackRock
BlackRock
Episode: What Fifty Years of Markets Can Tell Us About Today
Christine Berg
Head of America's Index at MSCI
MSCI
Episode: What Fifty Years of Markets Can Tell Us About Today
Hitendra Varsani
Head of Equity Index Investment Research and Development
MSCI
Episode: AI Is Rewriting Risk — Are You Ready?
Andy DeMond
Head of Analytics Research Platform and Governance
MSCI
Episode: AI Is Rewriting Risk — Are You Ready?
Baer Pettit
President of MSCI, retiring after more than 25 years
MSCI
Episode: The One Where We Say Goodbye to Baer
Jenn-Hui Tan
Chief Sustainability Officer at Fidelity International
Fidelity International
Episode: Sustainability: From Narrative to Fundamentals
Michelle Shanley
Global Head of Strategic and Key Accounts at MSCI
MSCI
Episode: Investment Trends in Focus: AI, Asset Allocation and Adaptation
Govinda Quish
Head of wealth product at MSCI
MSCI
Episode: A Wealth of Opportunity

Hosts

Adam Bass
Host of MSCI Perspectives; central presenter/producer in many episodes.
Adam Vass
Host and contributor; appears across episodes providing industry context and commentary.

Reviews

4.8 out of 5 stars from 25 ratings
  • Great Interviews

    I enjoy listening to MSCI Perspectives. Adam does a great job finding and interviewing interesting folks in the industry, and asks the right and insightful questions. Please keep up the good work! - Max Altmark

    Apple Podcasts
    5
    Maxik1
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content blends research credibility with real-world applicability for portfolio work.
The host asks insightful, well-focused questions that draw out practical takeaways.
Listeners appreciate the depth and relevance of guest expertise.

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Talking Points

Recent interactions between the hosts and their guests.

The Active Ingredient in Fixed Income ETFs
Q: Where do you think product innovation in fixed income ETFs is headed, including tokenization and private credit?
Innovation includes more systematic approaches, sector-rotation strategies, and the challenge of combining private credit with ETFs due to liquidity and rule constraints; there is potential for model portfolios and targeted client-goal solutions to gain traction.
The Active Ingredient in Fixed Income ETFs
Q: What is your true definition of an active ETF strategy in fixed income, and how do you manage it?
Active fixed income ETFs are defined by four components: aiming to outperform a benchmark, allocating across asset types based on relative risk and pricing, selecting and sizing securities using credit research, and varying credit ratings to balance credit risk and return potential.
Investment Trends in Focus: Two Views on Public and Private Markets
Q: What should investors look at for the second half of the year?
Investors should focus on strategic asset allocation with attention to superpowers like the US and China, understanding macroeconomic changes and regional dynamics, while exercising caution in tactical adjustments based on market movements.
A Wealth of Opportunity
Q: How does the need for better wealth management living through technology square with the fact of how many advisors themselves are close to retirement?
Older advisors are often mischaracterized as not being tech-savvy, while many actually embrace technology and expect firms to keep up with them.
The Portfolio Pie, Reimagined
Q: What does success with TPA look like across the APAC region in the years ahead?
Oleg envisions success as aligned culture and incentives across investment teams, enabling them to speak one language and effectively integrate governance shifts that give teams more flexible decision-making authority.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Perspectives

What is Perspectives about and what kind of topics does it cover?

This show covers how global markets, investment research, and technology intersect, with a focus on macro risk, AI, private markets, and ESG-related developments. Episodes emphasize portfolio construction in a shifting environment, the rise of AI-driven workflows, and the evolving role of indexing and private assets in traditional investment strategies. Noteworthy are long-form conversations with senior industry figures, practical takeaways on risk management, governance, and how to translate research into actionable investment decisions. The format tends to combine data-driven context from MSCI with real-world client implications, appealing to professionals who want both strategic insight and concrete implications for portfolios, risk, and... more

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Which podcasts are similar to Perspectives?

These podcasts share a similar audience with Perspectives:

1. The Bid
2. Thoughts on the Market
3. The TreppWire Podcast: A Commercial Real Estate Show

How many episodes of Perspectives are there?

Perspectives launched 6 years ago and published 152 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Perspectives?

Recent guests on Perspectives include:

1. Jim Jackson
2. Kristy Akullian
3. Christine Berg
4. Hitendra Varsani
5. Andy DeMond
6. Baer Pettit
7. Jenn-Hui Tan
8. Michelle Shanley

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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