Sustainability Now

AI will disrupt companies across almost every sector, but not equally. We look at how much of a company’s workforce cost AI could automate, what makes a business model resilient to it, and whether markets have already priced in the difference.

Host: Gabriela de la Serna, MSCI R&D
Guest: Liz Houston, MSCI R&D

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 adaptation doesn't mean giving up on the energy transition.

Host: Bentley Kaplan, MSCI R&D
Guest: Mathew Lee, MSCI R&D

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 the details of what that means for their business. With a record-breaking El Niño set to peak in December, host Mike Disabato talks with MSCI's Jasmina Buresch about why it takes a second or third hit before companies disclose anything specific, how to tell a critical facility from an office everyone could just work remotely from, and why investors shouldn't wait for company disclosure to catch up to the underlying exposure.
Episode reading: The Price of Not Knowing
Host: Mike Disabato, MSCI Sustainability & Climate
Guest: Jasmina Buresch, MSCI Sustainability & Climate

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 IPOs.

Host: Gabriela de la Serna, MSCI R&D
Guest: Jonathan Ponder, MSCI R&D

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 Sene, MSCI R&D