MSCI ESG Research LLC
Sustainability Now
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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MSCI ESG Research LLC
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Podcast website
Latest episode
Jun 26, 2026
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Episodes
The ESG Weekly: Dam failure floods a Dow Chemical complex threatening toxic sites, the physical risk of climate change 29.05.2020 17:31
Climate change has increased the frequency and severity of flooding, exposing companies with operations that abut or lay within the US Federal Emergency Management Area designated flood zones to possible damage. The breaching of two dams in Central Michigan this month resulted in historic flooding that mixed with Dow's chemical containment ponds and may have stirred up toxic sediment at a dow...
The ESG Weekly: The ESG of vaccines, and shareholders say JPM must talk climate 22.05.2020 19:31
There are some promising COVID‐19 vaccines in early human trails, but we have some questions if they are successful: Who will own the patent? Who will distribute them? Who will be responsible if something goes wrong? And then we discuss the recent proxy battle at JPMorgan that ended with some interesting wins for climate activists.
The ESG Weekly: Safety at airports, biofuel bailouts, and EU Taxonomy 15.05.2020 18:24
Have COVID, will travel: As regions begin to tentatively reopen, airport employees find themselves on the frontline of possibly sick passengers, we discuss how the type of airport and what plans were in place before the pandemic are affecting airport security; then we discuss the ESG merits of biofuel in light of the industry's recent bailout request; finally, we look at how the EU Taxonomy w...
ESG Spotlight: Oil, gas, and the small matter of an energy transition 12.05.2020 16:55
With COVID‐19 hitting the pause button on the global economy, many are wondering if this is the start of the end for the oil and gas industry. We break down the basics, look at the different ways companies are planning for the future and discuss how investors can make sense of the risks involved.
The ESG Weekly: Medical tourism and meat‐packers take a COVID‐19‐sized hit and warning bells ring over deforestation pledges 08.05.2020 21:34
Like a cleaver and a scalpel, COVID‐19 is slicing through pre‐existing ESG vulnerabilities in the meat‐packing and medical tourism industries. Palm oil certifications make for sober reading as the New York Declaration on Forests nears its first milestone and India's strict lockdown is inspiring innovations both big and small.
The ESG Weekly: Investors are worrying about the wrong workplace safety measures, green buildings are healthier during pandemics, and what it is like to be in China right now 01.05.2020 19:14
At MSCI ESG Research, we spend a lot of time collecting information about workplace safety, but as economies start to reopen, we might need to pay attention to how close everyone is to each other while working. And then we discuss why the safety upgrades in green buildings might be the safest option for people during the COVID‐19 pandemic; then we continue our series where we ask our colleagues ar...
The ESG Weekly: Banks and recessions, Bayer calls a virtual meeting, and COVID‐19 is spreading in Japan 24.04.2020 20:49
In the last recession, Banks were the villains but now they are the conduit through which governments are providing credit lifelines, we discussed who will survive. Then we discussed the decision by the German government to allow Bayer to call a virtual Annual General Meeting aka the annual shareholder gathering, which might mean an erosion of shareholder rights. And lastly we heard how the Govern...
ESG Spotlight: Understanding indexes and ESG as COVID‐19 tightens the screws 21.04.2020 13:05
Skeptics and converts alike are watching how ESG performs under the pressure of COVID‐19. We review the evolution of ESG data in index construction and possible ways to assess its performance through a pandemic.
The ESG Weekly: COVID‐19 in private prisons, companies troubled in France, and investor sentiments on COVID 17.04.2020 19:21
The first COVID‐19 deaths were recorded in a privately run prison this week, we discuss what this means for the future of the industry and what it means for investors in companies with essential but precarious workforces; then we begin our new series on how investors will be affected by different regions' response to COVID; afterward Linda‐Eling Lee, our head of ESG Research, joins us to disc...
The ESG Weekly: Carbon emissions and pandemics, then we discuss how drugs are rushed forward 10.04.2020 18:36
During a global pandemic, carbon emissions decrease along with the economy and everything else, we discuss if it is a sustained decline or a respite; then we have a short take on what drugs are being pushed forward to fight COVID‐19 and what happens when drugs are used for purposes different than the drug marker's original intention.
Re-valuing real estate: investing in the eye of the hurricane 07.04.2020 24:20
In this long‐form episode of ESG Now, we looked at sustainable real estate ‐ how the greening of the property portfolio will move from a nice‐to‐have reputation‐booster to an imperative in the face of a looming "brown discount" if real estate investors don't kick start their journey to zero carbon.
The ESG Weekly: How are companies considering ESG factors during the coronavirus pandemic? 03.04.2020 22:26
Companies are making drastic moves in an effort to survive as the economy comes to a grinding halt ‐ the market gets new rules, people get laid off, people get put at risk for a job, and alcohol companies save the day. We answer how you can use ESG to understand these complicated times.
The ESG Weekly: Can bonds save us from the coronavirus? And old folks on boards 27.03.2020 17:37
Private companies are issuing coronavirus bonds in China in hopes to use the proceeds to fight the spread of the virus. But wait, it's only 10% of the bond's proceeds? And what is a coronavirus bond anyway? Then we discuss what happens when a director on a company board becomes incapacitated and why that is now a serious problem for many companies because of the spread of COVID.
The ESG Weekly: Industries look to survive, adapt or capitalize as the Coronavirus marches on 20.03.2020 20:16
Airlines grit their teeth for now, but when the fog clears, labor practices may help some rise up faster than others. And for food retail and restaurant companies, adaptability is the name of the game as customers hunker down.
The ESG Weekly: COVID‐2019 is a bellwether for investors on structural risks in companies, and the oil price wars get weirder 13.03.2020 18:00
What the novel coronavirus 2019 can tell us about workforces around the world and the risks unheeded by some companies. And then we discuss how the price wars are different than ever before. This week, we talk to the experts about catastrophe and future risks.
The ESG Weekly: Drug shortages and the coronavirus, from whence your drugs came 06.03.2020 20:51
The market is freaking out about the coronavirus because it is everywhere but Antarctica, and now everyday medicine is becoming scarce because of supply chain disruptions. But what is a drug supply chain? And why do patients and investors need to worry about vitamin and antibiotic shortages due to disruptions in India and China? We talk to the experts about supply chains and disasters.
The ESG Weekly: The victims of Camp Fire 2018 are now owners of PG&E, the company that caused the wildfires. 28.02.2020 19:52
The Camp Fire of 2018 was one of the worst wildfires in California's history. After it was found to be caused through negligence on the part of utility giant Pacific Gas and Electric, the victims sued the company and won compensation. But then PG&E did something off and made the victims part owners of the beleaguered company. We ask : Does this help the victims, the company, or the market...
The ESG Weekly: BP is going green and Japan decides the more coal the better for the week of February 17. 21.02.2020 14:39
BP announced it would work toward a carbon‐neutral future, but that would mean it has to grown its revenue from renewables at speeds seen only by alphabet, which is difficult because renewables aren't the same money makers as fossil fuels, so oil and gas might have to start moving into new businesses; And Japan announces it will build 22 new coal plants in the next five years which is odd bec...
The ESG Weekly: Does the 2019 Novel Coronavirus have any place in an ESG conversation? And the EU doubts the use of ESG ratings for the week of February 10. 14.02.2020 14:20
As the 2019 Novel Coronavirus spreads with worrying speed, we debate the applicability of ESG when it comes to discussing infectious disease and short‐term pandemics; and after the EU watchdog says ESG rating firms allow companies to be greenwashed, we discuss what it even means for a company to be considered "green ".
The ESG Weekly: Stakeholders are not happy about Siemens' coal by association for the week of February 3. 07.02.2020 16:24
Companies are finding they can now be guilty by association and attract the ire of stakeholders for something as simple as a railway. Siemens found this out after it invested a relatively small amount in a signaling system for a railway that connected a coal mine in Australia. Many of Siemens' stakeholders descended, and it got so bad that both the CEO and Chairman of the company had to weigh...
The ESG Weekly: Companies cannot please everyone, and how are tech companies and oil companies connected for the week of January 27. 31.01.2020 18:07
Amazon employees publicly shamed the company over its Amazon Web Services' connection with oil and gas companies and US federal agencies. But how does a web service company work with an oil and gas company? And does this mean Jeff Bezos won't be able to keep his pledge with the Business Roundtable?
The ESG Weekly: Indigenous inclusion and carbon offsets can go hand-in-hand, for the week of January 20. 24.01.2020 17:13
ConocoPhillips partnered with Aboriginal groups in Australia to implement a carbon offset program. It is innovative and considers more stakeholders than just shareholders, but there is debate around the effectiveness of carbon offsets. And heavy carbon emitters that rely on carbon offsets to cut their emissions might be setting themselves and their stakeholders up for failure.
The ESG Weekly: Investors and world leaders are finally freaking out about the climate crisis, and a new regulation in California might change how big tech can use consumer data, all for the week of January 13. 17.01.2020 16:52
This week we discuss The World Economic Forum's finding that, for the first time in its 15-year history, the climate crisis fills the top 5 risks global leader believe our world will face in the coming decade, and then Siyu Liu and Andrew Young explain how the new California Consumer Privacy Act will change how tech companies can collect and monopolize our personal data.
The ESG Weekly: Wildfire in Australia poses problems for all, and a quick take on how we learned to stop worrying and love social media for the 2020 election, all for the January 6. 10.01.2020 21:18
This week we discuss how insurance companies address the physical risks and business risks caused by climate disasters such as the wildfires in Australia, then Andrew Young joins us to give his hot 2020 take on how social media will drop the ball during the US election year.
The ESG Weekly: Diversity data matters more for investors than financial metrics can show, and Ric Marshall gives a hot take on the decision by Boeing to halt production of the 737 Max for the week of December 16. 20.12.2019 17:42
This week we discuss our new report on the progress companies have made toward gender diversity after Intel decides to release all its pay data to the public, and Ric Marshall joins us to discuss what happens we an oligopoly fails.
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