Do hurricanes affect the market? Join us as we cover new research that tracks the financial fallout of storms on company equity. Through asset exposure and climate models, we’ll discuss how storm paths connect to stock prices and why investors may want to take notice, before the next hurricane hits.Host: Bentley Kaplan, MSCI ESG ResearchGuest: Xinxin Wang, MSCI ESG Research
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16:29
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16:29
Paying the Price: Climate Costs Outpace Corporate Preparedness
As the planet continues to warm, physical climate risk is no longer an abstract future concern. It is financially material today. The question now is where those risks will materialize and how are companies prepared for those risks. We can help you find out - just by listening to this episode!Report discussed: https://www.msci.com/research-and-insights/blog-post/the-bill-is-due-physical-hazard-revenue-losses-mount-plans-lagHost: Mike Disabato, MSCI Sustainability and Climate ResearchGuest: James Edwards, MSCI Sustainability and Climate Research
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12:31
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12:31
When Climate Hazards Collide
Climate change doesn’t just arrive one disaster at a time. It stacks crises on top of each other: drought followed by flood, heat followed by fire; shocks that turn small problems into big financial hits. In this episode, we talked about how compounding climate hazards are reshaping the bottled water industry, what a 2024 Nestlé scandal reveals about the future of water quality, and why investors should be paying closer attention. Host: Mike Disabato - MSCI ESG ResearchGuest: Cole Martin - MSCI ESG ResearchLink to paper discussed in episode: https://www.msci.com/research-and-insights/blog-post/compound-climate-hazards-pressure-beverage-giants
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14:36
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14:36
How Company Ownership Shapes Performance
Controlled companies now outnumber widely held ones. New MSCI research shows that this market shift has significant implications for shareholder returns. Guest: Jonathan Ponder, MSCI ESG ResearchHost: Bentley Kaplan, MSCI ESG Research
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14:41
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14:41
Sustainability Matters in the Bond Market
We already know there is a clear link between ESG ratings and the cost of capital. But the question remains: do ESG ratings matter for bonds and their credit spreads? Should fixed income investors care? Listen to this week’s episode to find out!Host: Mike Disabato, MSCI ESG ResearchGuest: Jakub Malich, MSCI ESG ResearchLink to paper discussed in episode: https://www.msci.com/research-and-insights/paper/the-financial-materiality-of-sustainability-risk-in-credit-markets-a-decade-of-evidence
News and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging sustainability issues, hosts Mike Disabato and Bentley Kaplan of MSCI ESG Research walk through the latest news and research that is top of mind for the week.
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