Environmental, social, and governance (ESG) news and investment research brought to you weekly covering major market trends and new research insights. With topi...
The Sustainability and Climate Trends to Watch for 2025
Join us as we cover the sustainability and climate trends that our team thinks will shape the year head. We talk about the energy transition opportunities that are emerging in private markets, rising social risks and the tech giants, falling data access for AI models and much more. Here’s to a big, intriguing 2025!Host: Bentley Kaplan, MSCI ESG ResearchGuests: Liz Houston, Namita Nair & Jonathan Ponder, MSCI ESG Research
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The First Ever (Public) Price Forecast for Airline's Carbon Credits
We put out the world’s first price forecast for Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA)! In it we analyzed the potential demand, supply and prices for credits under CORSIA, and how much the scheme could cost the airline industry in terms of higher ticket prices or lower profits. In this episode we explore the reports findings from one of its main authors, Faris Pleho. Enjoy! Report: CORSIA: Costs and Implications for the Airline Industry Host: Mike Disabato, MSCI ESG ResearchGuest: Faris Pleho, MSCI Carbon Markets
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What the Market Thinks: A Climate Risk Survey
What do market participants actually think is going to happen to their assets due to climate change? And when do they expect it? And do they think we will ever abandon fossil fuels? Well to answer those questions (and any others!), you need a survey. Luckily, we've got one! We've linked it below, and created a podcast episode about it. Enjoy!Link to the survey: https://www.msci-institute.com/wp-content/uploads/2024/11/MSI-Survey-Report-061124_2.pdfHost: Mike Disabato, MSCI ESG ResearchGuest: Russ Bowdrey, MSCI ESG Research
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Powering AI: The Nuclear Option
Energy-hungry data centers are the backbone of AI. And as big tech companies look to meet rising demand for AI capabilities, their emissions are ticking up. So, are net zero ambitions at risk? Or can they be saved by a decades-old energy source in a new guise?Host: Bentley Kaplan, MSCI ESG ResearchGuests: Yoon Young Chung & Mathew Lee, MSCI ESG Research
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The World Electric Vehicles May Create
VW announced it would shut at least three of its German plants, axe tens of thousands of jobs and slash pay by 10%. This is notable because VW is the powerhouse of Germany which typically has been the EU’s industrial engine – meaning jobs, meaning unions, meaning political might. But this is more than a VW story. It is a story of how the energy transition – the transition from pollutive to non-pollutive forms of economic operations – is upending the global order of established industries. It is the story of the hard tradeoffs we have to make in our effort to cut carbon emissions.In this episode we explore that new world and what it means for the auto industry; an industry many countries and states rely on for their economic driver.Host: Mike Disabato, MSCI ESG ResearchGuest: Yu Ishihara, MSCI ESG Research
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, 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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