MSCI World
Productby MSCI
Heard in 11 episodes across 6 shows since Aug 2026
MSCI World is a global equity index tracking large- and mid-cap companies across developed markets.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 2 |
| Sep 2026 | 3 |
| Oct 2026 | 4 |
| Nov 2026 | 2 |
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What experts have said about MSCI World
3 statements · 1 positive · 2 negative
MSCI World’s forward P/E ratio has fallen about 15% year to date.
“the 12-month forward PE ratio for the MSCI world will have come down 15% or so year to date”
Open the episode · UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-GlissmannListen at 11:02
A 70% MSCI World allocation leaves investors heavily exposed to US technology.
“it leaves you 70% in the US with a really, really heavy allocation to techs.”
Open the episode · Live From Fringe: What Adam Smith Would Say of Bond Market TurmoilListen at 29:55
MSCI World value stocks outperformed growth stocks year to date.
“the MSCI World Growth Index is up 9%. The World Value Index is up 16%.”
Open the episode · Live From Fringe: What Adam Smith Would Say of Bond Market TurmoilListen at 31:56
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
11 episodes featuring MSCI World, newest first
- Nov 10, 2026
AI promises a supply shock as investors rethink portfolio riskExcess Returns Nov 10, 2026 - Nov 7, 2026
Passive portfolios face a regime change testTop Traders UnpluggedNov 7, 2026 - Oct 31, 2026
Trend following tests the 60/40 portfolio’s resilienceTop Traders UnpluggedOct 31, 2026 - Oct 26, 2026
Warren Robertson hunts durable earnings as markets grow expensiveEquity Mates Investing PodcastOct 26, 2026 - Oct 22, 2026
Investor says AI is rewriting the macro playbookThe Julia La Roche ShowOct 22, 2026 - Oct 17, 2026
Trend following tests the limits of traditional portfolio protectionTop Traders UnpluggedOct 17, 2026