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MSCI

includes MSCI ACWI, MSCI World, MSCI Barra, MSCI ACWI IMI, MSCI Europe Index, MSCI ACWI Index

5 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement Jun 25, 2018 by James Aitken · said 64 times in 38 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Dominic Garcia (7), Daniel Graña (6), Ted Seides (5), James Aitken (4), Sulaiman Alderbas (3), Doug Phillips (3), Tom Lydon (2), Raphael Arndt (2)

tap a year for its mentions
001032062017201820192020202120222023202420252026episodesmentions
0362017201820192020202120222023202420252026episodes it came up in
002.53562017201820192020202120222023202420252026episodesmentions per episode
2026 6 mentions in 5 episodes 1 per episode
2025 7 mentions in 5 episodes 1 per episode
2024 1 mention in 1 episode
2023 3 mentions in 3 episodes 1 per episode
2022 2 mentions in 2 episodes 1 per episode
2021 17 mentions in 4 episodes 4 per episode
2020 9 mentions in 6 episodes 2 per episode
2019 2 mentions in 2 episodes 1 per episode
2018 8 mentions in 5 episodes 2 per episode
2017 9 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about MSCI, oldest first

Jun 25, 2018 bullish
Prediction Held up
Global Capital Allocations to Onshore Chinese Equities Will Inevitably Increase
“Whether it be passive money or active money, over the next several years, there will be increasing allocations to Chinese onshore equities, and that's not going to go away.”
James Aitken Jun 25, 2018 ▶ 58:19 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Jun 29, 2020 bearish
Insight
Long-tenured CEOs with poor governance scores often create destructive personal fiefdoms
“We look for companies where the CEO has been in the seat, 15 years or longer, and where NSCI or Sustainalytics gives them a bottom quartile score on governance. And we've just seen over and over in our career that And sometimes the CEO is there because they're…”
Tony Davis Jun 29, 2020 ▶ 43:40 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jul 2, 2020 neutral
Assertion Supported
Higher corporate ESG disclosure leads to greater rating agency dispersion
“His name is George Seraphim, and he actually just put out research that demonstrated the more a company discloses about ESG factors, the greater the dispersion in ratings from folks like MSCI and Sustainalytics.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 30:10 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Jan 20, 2022 negative
Assertion Supported
Brazilian Stock Indices Are Dominated by Commodities and Legacy Banks
“So, when you look at the Ibovespa or the MSCI, again, commodities are the majority of the index plus large banks.”
Florian Bartunek Jan 20, 2022 ▶ 15:53 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
Jan 22, 2026 negative
Assertion Contradicted
Korea, China, India, and Brazil make up over 70% of MSCI EM
“Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index. So you are actually buying a very concentrated exposure, not a very diversified exposure.”
Nick Rohatyn Jan 22, 2026 ▶ 24:19 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
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