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.
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Frozen Carbon Credit Market May Thaw as 2030 Gets Closer
7 mins read Blog | Jan 6, 2025 | Guy Turner, Jamie Saunders, Utkarsh Akhouri, Jamie LambertThe global carbon credit market remained on ice last year, with flat demand and declining prices. However, there are some signs of a coming thaw. If the ice melts, our projections suggest it could be worth USD 7 to 35 billion by 2030.
Understanding Carbon Markets
Research Report | Dec 11, 2024 | MSCI Carbon MarketsA comprehensive guide to the essentials of carbon markets, including compliance and voluntary markets, how companies and investors use carbon credits, and carbon-credit quality.
The First Ever Public Price Forecast for Airline's Carbon Credits
Podcast | Dec 6, 2024 | Michael Disabato, Faris PlehoWe put out the world’s first public price forecast for CORSIA!* In it we analyzed the potential demand, supply and prices for credits under CORSIA, and how much the scheme could cost the airline industry in terms of higher ticket prices or lower profits. In this episode we explore the reports findings from one of its main authors. Enjoy!
*Based on review of publicly available carbon credit research and ratings providers, as of Nov. 1, 2024.
Baku to the Future: What COP29 Means for Investors
10 mins read Blog | Nov 26, 2024 | Guy Turner, Linda-Eling Lee, Oliver MarchandCOP29 advanced international carbon trading with key agreements. Mixed signals on the energy transition, however, affirm investors’ view of an uneven transformation, while investment to address climate-driven physical risk looks likely to continue apace.
CORSIA: Costs and Implications for the Airline Industry
Research Report | Nov 22, 2024 | Faris Pleho, Utkarsh Akhouri, Jamie Saunders, Guy TurnerThis major new report examines the financial impact of CORSIA on airlines, assessing carbon credit demand, supply and prices. Our modeling shows that the cost of CORSIA carbon credits could add up to USD 2 (Phase 1) and USD 5 (Phase II) to average ticket prices.
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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.
