Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topi...
In February 2025, the EU Commission proposed the first Omnibus Package of sustainability rules, with the aim of simplifying and reducing EU sustainability reporting requirements. But did it work? Has the outcome been "good" or "bad"? And what are these new rules set to do to the future of sustainable finance in the EU? Listen to this episode of ESG now to find out!NOTE: The first 12:10 of this episode provides a background of what the Omnibus proposal actually proposes. If you just want our takes on the good, the bad, and the future of this proposal, skip that section!Host: Mike Disabato, MSCI ESG ResearchGuest: Simone Ruiz-Vergote, MSCI ESG Research
--------
28:22
Are Banks Ready for Climate Risks?
Banks face growing pressure from regulators to assess the risks climate change poses to their loan portfolios. Some regions, like Europe, are tightening standards, while others, like the U.S., remain hesitant. Our latest research reveals that banks with high exposure to industrials—especially in APAC—could see default risks rise by 50% over the next decade. Will global banks adapt, or are we heading toward a financial blind spot? Find out on this episode of ESG now!Host: Mike Disabato, MSCI ESG ResearchGuests: Anja Ludzuweit and Guilherme de Melo Silva, MSCI ESG Research
--------
15:29
Crude Awakenings: The Shifting Energy Landscape
Oil and gas are in, renewables are out — at least, that’s what the headlines say. But what’s really happening in energy markets? We take a closer look at shifting U.S. policies, investor reactions, and how global energy trends might shape the future. Host: Bentley Kaplan, MSCI ESG ResearchGuests: Mathew Lee, Chris Cote & Elchin Mammadov, MSCI ESG Research
--------
23:07
How to Make Money and Not Lose Money (Historically)
The quest for higher returns with lower risk is a fundamental principle of successful investing. Study after study shows that investors can use sustainability data to identify more profitable, less risky companies with higher long-term returns. But what about protecting your portfolio from massive drawdowns? Or better yet, seeing which sustainability data points matter most for which industries? Well, you're in luck because that is what this episode is all about!Host: Mike Disabato, MSCI ESG ResearchGuests: Liz Houston and Xinxin Wang, MSCI ESG Research
--------
13:49
Demystifying Climate Scenarios
What are climate scenarios? Can I do them myself, or do I need a supercomputer and an advanced degree to make them work? They are certainly important in this day and age, especially as once-in-a-lifetime destructive events seem to be becoming the norm. That’s why we decided to do an episode demystifying the whole process of climate scenario analysis. Luckily, our guest today, James Edwards, along with his co-authors, Nathan Faigle and Wenmin Li, wrote a practical guide on the topic called How can I use climate scenarios? A practical guide (link below). Thanks to their work, we were able to gather some useful tips on how even we, the humble listener, can conduct our very own climate scenario analysis. Enjoy!Report: https://www.msci-institute.com/insights/comment/how-can-i-use-climate-scenarios-a-practical-guide/Host: Mike Disabato, MSCI ESG ResearchGuest: James Edwards, MSCI Climate Risk Center
Environmental, social, and governance (ESG) 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 ESG 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.