Sustainability Now

MSCI ESG Research LLC
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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. 

  1. HACE 1 D

    Transition Risk vs. Temperature Alignment: What Really Drives Fund Outcomes?

    Carbon footprints tell you where a fund has been. But do they tell you how it’s positioned for the road ahead? In this episode, we unpack new research from Positioning Portfolios for the Energy Transition (link to paper) analyzing more than 37,000 funds representing USD 50 trillion in assets. The research finds that funds with stronger energy transition positioning were associated with higher historical returns — and stronger links to decarbonization outcomes. We explore the distinction between transition pressure (risk exposure) and transition readiness (strategic preparedness), why managing transition risk is different from achieving temperature alignment, and how investors can balance financial performance with climate objectives. If you think climate analysis begins and ends with carbon intensity, this conversation may change your perspective. Host: Mike Disabato, MSCI Sustainability & Climate Guest: Kishan Gangadia, MSCI Sustainability & Climate

    16 min

  2. 27 FEB

    From Cloud to Kill Chain

    Sustainable investors are redrawing their red lines. As defense spending rises, the definition of “controversial weapons” is being reexamined — from nuclear value chains to AI-enabled systems in the kill chain. Where those lines fall could reshape portfolios.  Host: Bentley Kaplan, MSCI Research & Development Guest: Mike Disabato, MSCI Research & Development

    15 min

  3. 20 FEB

    Don’t Build a Stadium There!

    The 2026 World Cup is bringing the world to North America this summer. But the stadiums hosting the biggest sporting event on the planet face a problem no amount of ticket revenue can solve: the climate they were built for isn't the climate they're operating in. We look at which venues are most exposed to heat waves, flooding, and even the ground sinking beneath them, why this problem goes beyond the beautiful game, and why the insurance and bond markets haven't caught up to what the data already shows. Episode Reading: What can physical hazard data tell us about the 2026 World Cup? Host: Mike Disabato, MSCI Sustainability & Climate Guest: Katie Towey, MSCI Sustainability & Climate

    15 min

  4. 13 FEB

    Sustainability: From Narrative to Fundamentals

    Laura Nishikawa, Head of Emerging Risks R&D at MSCI sits down with Jenn-Hui Tan, Chief Sustainability Officer at Fidelity International, as part of the MSCI Prospectives Podcast to discuss the next phase of sustainable investing. As the public narrative grows noisier and more politicized, they look past the headlines to the economic fundamentals shaping the transition and portfolio management. The conversation explores where momentum in the energy transition is really coming from, why markets continue to struggle with physical climate risk and how investors are adapting to weaker policy signals, shifting governance dynamics and greater uncertainty in capital markets.

    24 min

  5. 30 ENE

    Cyberattack in Aisle Three

    As food retailers work to digitize and enhance their logistics and supply networks, they’re becoming more exposed to cybersecurity risks. In this episode, we discuss how a wave of recent cyberattacks has exposed vulnerabilities across the sector — how prepared companies really are, and why investors may want to sit up and take notice. Host: Gabriela de la Serna, MSCI Research & Development Guest: Cole Martin, MSCI Research & Development

    12 min

  6. 23 ENE

    Carbon Markets Seem Static. Prices Don't.

    Flat prices, steady volumes — carbon markets in 2025 might seem uneventful. But dig a little deeper, and a clearer picture emerges: buyers are paying more for quality. We explore how media scrutiny, new rating systems, and evolving buyer expectations are reshaping how carbon credits are valued. Host: Bentley Kaplan, MSCI Research & Development Guests: Nicholas Baldwin & Utkarsh Akhouri, MSCI Research & Development

    15 min

  7. 16 ENE

    How to Manage Human Rights Risks

    For years, institutional investors treated human rights as a checkbox exercise, something to monitor after the fact. But a new wave of regulation and stakeholder pressure is forcing a fundamental shift from passive oversight to active due diligence. In this episode, we explore how forward-thinking investors are moving beyond retroactive screening to implement proactive human rights risk management across their portfolios.  Episode Reading: Human-Rights Risks in Portfolios: From Oversight to Due Diligence Host: Mike Disabato, MSCI Sustainability & Climate Gust: Aura Dron, MSCI Sustainability & Climate

    18 min

  8. 9 ENE

    REPLAY: The Sustainability & Climate Trends to Watch for 2026

    When policy and markets move in different directions, the results can be surprising. In this episode, we explore five sustainability and climate trends we'll be watching in 2026. From AI-boosted clean tech and central banks enforcing climate risk rules, to investors reckoning with physical hazards in private equity and the rise of state ownership in strategic sectors. We unpack how materiality is maturing, policy is pivoting, and capital is flowing into what works. To register for the 2026 Trends to Watch webinar, click here. To review all our trend research we have put out to date, click here. Host: Bentley Kaplan, MSCI Sustainability & Climate Guest: Liz Houston, MSCI Sustainability & Climate

    23 min
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Información

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. 

Ficha técnica

  • Creado por
    MSCI ESG Research LLC
  • Años en activo
    2018 - 2026
  • Episodios
    329
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 MSCI ESG Research LLC
  • Sitio web del podcast
    Sustainability Now

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