182 episodes

Environmental, social, and governance (ESG) 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 ESG issues, host Mike Disabato of MSCI ESG Research walks through the latest news and research that is top of mind for the week.

ESG now MSCI ESG Research LLC

    • Business
    • 4.8 • 27 Ratings

Environmental, social, and governance (ESG) 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 ESG issues, host Mike Disabato of MSCI ESG Research walks through the latest news and research that is top of mind for the week.

    In the Gold Mines of CEO Pay

    In the Gold Mines of CEO Pay

    After a stellar 2021 for mining company Sibanye-Stillwater, its CEO is banking a hefty pay package. But as the company squares off against 25,000 striking mineworkers, we pick apart the arguments for and against bumper executive paydays.

    Host: Bentley Kaplan, MSCI ESG Research
    Guests: Zanele Mtshali and Samuel Block; MSCI ESG Research

    • 23 min
    McDonald’s Pigs and the SEC’s ESG

    McDonald’s Pigs and the SEC’s ESG

    Carl Icahn, a billionaire investor and storied corporate raider, has mounted a proxy fight at McDonald’s Corp. to change how it sources it’s pork. At the moment, McDonald’s, and all other fast-food companies, source pork from farmers that use what are called gestation crates. These crates have caught the ire of Icahn and the US Humane Society for some time, and they decided to mount a public proxy fight to change the practice. We discuss what this means for McDonald’s and the future of pork producers. Then, we look at the first enforcement action ever made by the relatively new SEC Climate and ESG Task force against Vale over its misleading ESG disclosures on the safety of its tailings dams.

    Host: Mike Disabato, MSCI ESG Research
    Guests: Jonathan Ponder and Samuel Block; MSCI ESG Research

    • 17 min
    Abortion Pills and the Climate of Bonds

    Abortion Pills and the Climate of Bonds

    After a draft opinion leaked from the U.S. Supreme Court showed the possible reversal of the landmark abortion law called Roe v. Wade, a new spotlight has been put on companies that manufacture abortifacients (aka abortion pills). We give you a quick look into what those pills are used for (not just abortions) and the companies that manufacturer them. Then we explore what sovereign bonds can tell us about how climate change is going to affect governments. 
    Host: Mike Disabato; MSCI ESG Research
    Guests: Bhaveer Shah and Namita Nair; MSCI ESG Research

    • 19 min
    The Long and Shorting of ESG

    The Long and Shorting of ESG

    For short sellers, ESG data offers new strategic considerations. But when it comes to reporting the ESG-related impacts associated with short positions, you’d be forgiven for scratching your head. We take a look at the differences between financial and double materiality and what key investors had to say about this brave, new world.

    Host: Bentley Kaplan, MSCI ESG Research
    Guests: Rumi Mahmood and Miranda Carr; MSCI ESG Research

    • 24 min
    Resignations and a Looming Crisis in China

    Resignations and a Looming Crisis in China

    A spate of auditor resignations for real estate developers in China have prompted whispers of economic contagion. The real estate market in China is really important and if it were to collapse, then the world might go with it. We discuss what ESG has to do with the looming, potential crisis, and how the problems we are already seeing in the market could be fixed with better company governance processes.

    Host: Mike Disabato, MSCI ESG Research
    Guests: Yan Zhou, Sophia Chang, and Miranda Carr; MSCI ESG Research

    • 17 min
    Unions & ESG and the IPCC Climate Report

    Unions & ESG and the IPCC Climate Report

    This week we saw a landmark win for labor as Amazon workers on Staten Island voted to unionize. The decision and others like it at Starbucks and REI gives us a chance to explore unions from an ESG perspective. Then, we touch on some of the important findings in the recently published IPPC Climate Change 2022: Mitigation of Climate Change report.

    IPCC Report: https://www.ipcc.ch/report/ar6/wg3/
    Host: Mike Disabato, MSCI ESG Research
    Guests: Liz Houston and Chris Cote, MSCI ESG Research
    Researcher: Gabriela De La Serna

    • 20 min

Customer Reviews

4.8 out of 5
27 Ratings

27 Ratings

RafalLondom ,

Interesting content and well made podcast

ESG Now is one of my main sources of ESG news. I’ve been listening to this podcast for over two years now and I truly enjoy it. It’s always interesting and well produced. I hope they keep going!

PeterT1953 ,

Great weekly news on this vital topic

The relaxed style and touches of humour make this a great ‘travelling’ podcast - entertaining while slipping a surprising amount of complex and detailed information in almost unnoticed. For example v good explanation of scope emissions. Thanks. Please keep up the good work

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