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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 monthlyEpisodes149Founded6 years ago
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Artwork for Perspectives

Latest Episodes

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.

ETFs have transformed fixed income — but the story now is shifting toward active. MSCI's Jarrad Lindsey and Jim Jackson of Victory Income Investors dig into why active fixed income ETFs are capturing a growing share of new flows, what "active" actual... more

History, it turns out, has a lot to say about what's happening today. Fifty years of market history meets today's most pressing investment questions. Kristy Akullian from BlackRock and MSCI's Christine Berg and Abhishek Gupta explore market concentra... more

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From geopolitical uncertainty to tariff shocks , investment teams are under pressure to move faster than ever. In this episode, MSCI's Hitendra Varsani and Andrew DeMond examine how AI is compressing workflows from weeks to minutes — and what CIOs an... more

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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
Abhishek Gupta
Member of MSCI's Equity Research Team, co-author of papers on 50-year market view
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

Host

Adam Bass
Host of MSCI Perspectives; frequent host and voice of the show.

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.

Insightful guests and well-structured interviews make complex markets approachable.
Strong mix of macro context and actionable portfolio guidance.”
The host asks thoughtful, on-point questions that uncover practical takeaways.

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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.

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Frequently Asked Questions About Perspectives

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

A thoughtful, data-driven show that explores global markets through interviews with senior investment professionals and MSCI experts. Recent episodes span fixed income ETFs, long-run market history, AI's impact on risk and governance, sustainability in investing, private markets, and real assets, with practical takeaways on portfolio construction, risk management, and innovation in investment tools. The conversations often emphasize how technology, data, and policy interact to shape asset allocation, making complex topics accessible to institutional buyers, wealth managers, and sophisticated individual investors. A notable strength is bringing both market history and forward-looking frameworks together, helping listeners understand evolving... more

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These podcasts share a similar audience with Perspectives:

1. The AI in Business Podcast
2. The Long View
3. Exchanges
4. All Things Sustainable
5. The Real Eisman Playbook

How many episodes of Perspectives are there?

Perspectives launched 6 years ago and published 149 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. Abhishek Gupta
5. Hitendra Varsani
6. Andy DeMond
7. Baer Pettit
8. Jenn-Hui Tan

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