
Sustainability Now
Podcast af MSCI ESG Research LLC
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.
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325 episoder
Could Swiss pharmaceutical company Roche’s late-stage antibiotic trials signal new hope against antibiotic‐resistant pathogens? On this special REPLAY episode (originally aired August 2024), we take a deep dive into the state of antimicrobial resistance, from hospital wards to farm fields. As these microscopic threats drive up healthcare costs, jeopardize food security, and reshape insurance risk worldwide, understanding the crisis has never been more critical. But while the need to act is clear, the solutions remain complex. In this episode, we examine whether there’s a compelling investment case for fighting back, and what that could mean for the future of global health. Host: Bentley Kaplan Guest: Namita Nair

In this episode, we dive deep into the critical role of adaptation finance in helping Asia face the escalating impacts of climate change. As the region experiences rising temperatures and extreme weather events, the demand for resilience-building solutions is greater than ever. With a growing population, rapid urbanization, and a heavy reliance on agriculture, Asia is uniquely vulnerable, but also primed for innovation and growth in climate resilience. Tune in to understand the challenges, opportunities, and investment potential in climate adaptation for Asia’s future. Episode reading list: https://www.msci-institute.com/themes/climate/how-adaptation-finance-can-help-asia-withstand-a-hotter-future/ Host: Mike Disabato, MSCI ESG Research Guest: Umar Ashfaq, MSCI Sustainability Institute

Tariffs and tangled supply chains: This week, we explore how commercial aerospace and defense companies are navigating a new wave of trade restrictions. From Boeing to Lockheed Martin, what do transparency and oversight mean when the stakes — and the sky —are high? Host: Bentley Kaplan, MSCI ESG Research Guest: Mike Disabato, MSCI ESG Research

From car factories to aluminum smelters to textiles, the purported goal of the Trump administration is to 'reshore' American manufacturing. Its a goal, in part, supported by his predecessor, Joe Biden, who enacted the CHIPS act to bring semiconductor manufacturing back to America. So, let's say manufacturing does come back and companies expand their current factories to meet demand. What climate-driven risks—water shortages, extreme heat, or flooding—will these sites face, and where will those hazards hit hardest? We’ll explore the answers on this episode of Sustainability Now! Host: Mike Disabato, MSCI ESG Research Guest: Katie Towey, MSCI ESG Research

Newly imposed U.S. tariffs have triggered market volatility and strategic recalibrations across industries. In this episode, we explore the role of supply chain traceability in managing risk — from regulatory exposure to sustainability trade-offs. Host: Bentley Kaplan, MSCI ESG Research Guest: Aura Dron, MSCI ESG Research
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