Oil spills, labor violations, data breaches. When controversy strikes, should investors pull out, or hold their nerve? We unpack fresh analysis on what happens when portfolios steer clear of scandal-prone firms and the surprising impact on returns.Host: Bentley Kaplan, MSCI Sustainability & ClimateGuest: Drashti Shah, MSCI Custom Index Solutions
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17:42
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17:42
Your Guidebook to a Bumpy Energy Transition
The energy transition is underway, but it’s not a smooth ride. In this episode, we unpack why progress has been so uneven, from surging EV sales to rising coal demand. We explore how tech, cost, and policy are shaping risks and opportunities for investors.Host: Gabriela de la Serna, MSCI Sustainability & ClimateGuest: Anthony Chan, MSCI Sustainability & Climate
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13:16
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13:16
The Choice Between Data Centers and Carbon Emissions
We are in the era of data centers. They are being built with the speed and intensity of factories during the industrial revolution, and with the same sort of capital attraction. But their high emissions, which are under-reported by companies (we will tell you why!), have left both real estate and tech investors with a dilemma: take advantage of the data center boom or have a portfolio with low emissions. We explore this tension in this episode of Sustainability Now.Helpful Reading: Desire for Data Centers Creates Carbon Dilemma for Property InvestorsHost: Mike Disabato, MSCI Sustainability & ClimateGuests: Tom Leahy, MSCI Solutions; Yoon Young Chung, MSCI Sustainability & Climate.
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20:25
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20:25
The Next Frontier of Sustainability: Measuring Biodiversity Risk
Carbon, selfishly, has dominated the sustainability conversation for some time. But what about the often-overlooked foundation of our everything in our economy: biodiversity. How can you measure that if its basically everything? We show you how in this episode, exploring how every business, from agriculture to technology, depends on the health of ecosystems, and how investors can now quantify those connections through innovative data-driven tools. By unpacking the creation of our new Biodiversity Risk Index Screen, the conversation reveals how measuring nature’s complexity can help reduce financial exposure to environmental loss and drive more resilient investment strategies. It’s a deep dive into how markets are beginning to account for the true value of the natural world. Host: Mike Disabato, MSCI ESG ResearchGuest: Laura Coomber, MSCI ESG Research
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17:43
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17:43
Before the Storm Hits
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
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.
Colombia