Sustainability Now

The EU Sustainable Finance Disclosure Regulation (SFDR) is a corner stone of the EU’s plan to cut carbon emissions and achieve its climate goals. But it has undergone numerous changes, with the most recently announced...

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...

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...

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...

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...

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...

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...

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...

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 Research Host: Bentley Kaplan...

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...

As a new policy landscape emerges in North America, are companies scaling back on sustainability reporting? And will investors go with the flow? Join us as we look at live trends in company disclosures and where the...

As the physical risks from climate change grow, so does our reliance on accurate maps to assess them. In this episode, we dig into the limitations of publicly available flood maps and explore how data and modeling in...

Let’s venture beyond the portfolio and into the engine room of company performance. In this episode, we explore how ESG Ratings relate to core business fundamentals like profitability, sales variability, and asset...

On July 4, the United States enacted the One Big Beautiful Bill Act, a sweeping tax-and-spending package containing some 35 provisions affecting the energy sector. Here, we highlight the most significant measures and...

Junk food is at the center of the political conversation in America and globally, with discussions about ultra-processed and artificial foods, and the changes we need to make to food, and how hungry we are but none of...

The energy transition isn’t a straight line. Investors are increasingly look to understand where and how emissions create portfolio risk. In this episode, we explore MSCI’s new energy transition framework and take a...

How is it going with the carbon credit markets? Are they pricing credits accurately? Is the vitally important Carbon Offsetting and Reduction Scheme for International Aviation also known as CORSIA that relies on...

Could Swiss pharmaceutical company Roche’s late-stage antibiotic trials signal new hope against antibiotic‐resistant pathogens? On this special REPLAY episode (originally aired August 2024), we take a deep dive into the...

In this episode, we dive deep into the critical role of adaptation finance in helping Asia face the escalating impacts of climate change. As the region experiences rising temperatures and extreme weather events, the...

Tariffs and tangled supply chains: This week, we explore how commercial aerospace and defense companies are navigating a new wave of trade restrictions. From Boeing to Lockheed Martin, what do transparency and oversight...

From car factories to aluminum smelters to textiles, the purported goal of the Trump administration is to 'reshore' American manufacturing. Its a goal, in part, supported by his predecessor, Joe Biden, who enacted the...

Newly imposed U.S. tariffs have triggered market volatility and strategic recalibrations across industries. In this episode, we explore the role of supply chain traceability in managing risk — from regulatory exposure...

As I type this, we are in the midst of a market sell off. So, it’s a perfect time to look at what happened to our ESG indexes during the last market sell offs. Worrisome times! Host: Mike Disabato, MSCI ESG Research...

Does the defense industry have an ESG problem? Is there such a thing as an ethical bomb? These are questions emerging as the European Union ramps up investment in its defense sector as part of a broader rearmament...

Egg prices in the US have soared, but is avian flu the only culprit? This week, we crack open the structural issues in the egg industry, from supply chain vulnerabilities to price-fixing allegations. Plus, what it all...