エピソード

  • Finally! A Global Carbon Market!
    2024/10/25

    Well not yet. But on October 11, a UN expert group reached a compromise on key elements of a global carbon trading system. If it passes (we go into this, don’t worry), it will resolve nearly a decade of talks on a what is seen as a fundamental tool for the Paris Agreement to be achieved. So, in this episode, we discuss why this global carbon market agreement is so important, and what it will do to the already up and running voluntary carbon markets.

    Host: Mike Disabato, MSCI ESG Research
    Guest: Juana Hernandez, MSCI Carbon Markets

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    14 分
  • A/Cs and Adapting to Climate Change
    2024/10/18

    Heat waves are getting longer and more intense. And although mitigating climate change will remain a long-term priority, investors will also be thinking about adaptation technologies. The humble air conditioner is an off-the-shelf solution, but does it have any downsides?

    Host: Bentley Kaplan, MSCI ESG Research
    Guest: Mathew Lee, MSCI ESG Research

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    15 分
  • Does the Environmental Pillar Matter?
    2024/10/11

    Today is the last part of a three part series we've done for ESG now: we examine whether investors should care about incorporating environmental data into equity analysis. In previous episodes we discussed the social pillar and the governance pillar, now its on to the environmental pillar of our ESG ratings model. We look at the environmental pillar as a whole and the themes that build it and tell you whether companies that scored well on each theme performed better than their lower scoring peers.

    If you want to read the blog that is associated with this podcast, here is the link: https://www.msci.com/www/blog-posts/managing-climate-change-risks/04992064034

    Guest: Xinxin Wang, MSCI Research; Elchin Mammadov, MSCI ESG Research
    Host: Mike Disabato, MSCI ESG Research

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    19 分
  • So, About That Climate Transition...
    2024/09/27

    It’s climate week in The Big Apple! And the perfect time to take a look at different investment approaches to a low-carbon transition. We talk through financial risks and opportunities for companies, transition funds, and how the things are playing out in bond markets.

    Host: Bentley Kaplan, MSCI ESG Research
    Guests: Meggin Eastman, Chris Cote & Michael Ridley, MSCI ESG Research

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    19 分
  • Asset Risks in a Time of Flood
    2024/09/20

    Flooding is one the costliest of all natural hazards and climate change is raising the stakes. In this episode, we discuss the need for precise asset locations and forward-looking climate models to figure out your risk exposure.

    Host: Bentley Kaplan, MSCI ESG Research
    Guest: Matthias Kemter, MSCI ESG Research

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    16 分
  • The 2024 Proxy Season
    2024/09/13

    The 2024 proxy season has come and gone. In recent years, environmental and social proposals were abundant and saw record high support among shareholders. But what about this year? In this episode we take you through our findings from the 2024 proxy season, what they mean for sustainable investing, and where the future is liking headed.

    Host: Michael Disabato, MSCI ESG Research

    Guest: Jonathan Ponder, MSCI ESG Research

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    14 分
  • Investing in the Fight Against Superbugs
    2024/08/30

    Antimicrobial resistance is getting worse. Set to impact healthcare, agriculture and insurance, it’s a phenomenon worth paying attention to. On this episode, we take a look at whether there’s an investment case for fighting back against the superbugs.

    Host: Bentley Kaplan, MSCI ESG Research
    Guest: Namita Nair, MSCI ESG Research

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    16 分
  • Net-Zero Tracker 2024
    2024/08/16

    We periodically put out this report called the Net-Zero Tracker, and it examines the progress by the world’s listed companies toward curbing climate risk. This episode is a dive into the most important bits of our most recently published report.

    Link to the Net-Zero Tracker: The MSCI Sustainability Institute Net-Zero Tracker

    Host: Mike Disabato, MSCI ESG Research

    Guest: Sylvain Vanston, MSCI ESG Research

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    16 分