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Sustainability Now

by MSCI ESG Research LLC

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Latest episodes

  • BYO Umbrella: The Trillion-Dollar Adaptation Opportunity

    October 2, 2026 · 21 min

    Climate adaptation is already a trillion-dollar market, and it's set to keep growing — but most companies aren't labelling it as one. We map where the real opportunity sits, how to tell durable demand from a good story, and why backing…

  • The Gap Between Climate Shock and Recognition

    September 18, 2026 · 17 min

    AT&T filed many weather-related 8-Ks before it finally named hurricanes as a business risk in its annual report. It isn't an outlier: more than 80% of companies acknowledge physical climate risk is material, but fewer than a third lay out…

  • Riding Shotgun: Mega IPOs and Founder Control

    September 11, 2026 · 14 min

    Founders are increasingly keeping outsized voting control when companies like SpaceX go public. In this episode, we explore how this growing trend, known as control skew, has lined up with performance across a decade of major US…

  • Can AI Really Extract Emissions Data?

    August 21, 2026 · 22 min

    An AI agent can pull emissions data in seconds. But can it tell you whether two companies’ numbers actually mean the same thing? We look at the risks hiding behind AI’s speed and precision. Host: Bentley Kaplan, MSCI R&D Guest: Tanguy…

  • Sustainable Finance Summit, Part 4: Rheia Khalaf and Harlan Tufford

    July 29, 2026 · 30 min

    This is the episode four of four we did in partnership with Finance Montreal, recording panelists at their Sustainable Finance Summit. And, fittingly, this last one is on AI. In this episode, Rheia Khalaf, who leads financial sector…

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  • Sustainable Finance Summit, Part 3: Matthew Lawton and Rik Logtenberg

    July 14, 2026 · 32 min

    This is the third of four episodes we did in partnership with Finance Montreal, recording panelists at their Sustainable Finance Summit. In this episode, Matthew Lawton, Head of Impact Fixed Income at T. Rowe Price, discusses what makes a…

  • Sustainable Finance Summit Pt. 2: Eric Usher and Brian Kernohan

    June 26, 2026 · 31 min

    This is the second of four episodes we did in partnership with Finance Montreal, recording panelists at their Sustainable Finance Summit. In this episode, Eric Usher, head of the UN Environmental Programme Finance Initiative (UNEP FI)…

  • Sustainable Finance Summit Pt.1: Sarah Kapnick and John E. Morton

    June 19, 2026 · 34 min

    This is the first of four episodes we did in partnership with Finance Montreal, recording panellists at their Sustainable Finance Summit.  Today you'll hear from Dr. Sarah Kapnick, the ex-chief scientist of NOAA and how global head of…

  • Hormuz and the Fertilizer Fault Line

    May 22, 2026 · 14 min

    When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers…

  • BP’s AGM Was Contentious: This Proxy Season Could Be Too

    May 8, 2026 · 22 min

    After the SEC stepped back from shareholder proposal oversight, courts stepped in. We take a look at early signals from this year’s proxy season and whether we're seeing a structural shift in shareholder rights. Host: Bentley Kaplan, MSCI…

  • Is This How Oil Ends?

    April 24, 2026 · 17 min

    On February 28, the Strait of Hormuz shut down, stranding 20% of the world's crude exports and 20% of global LNG capacity. Energy crises usually send the world running back to coal; but this time, coal generation outside China actually…

  • Are Investors Missing Biodiversity Risk?

    April 10, 2026 · 15 min

    For years, biodiversity risk has been a blind spot for investors — difficult to measure and even harder to link to financial performance. But that’s starting to change. In this episode, we explore how more granular, location-based data is…

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About the show

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.