River Evaporation and Semiconductor Dominance

Water levels in key rivers are at historic lows which is creating havoc for our global economies. We use our climate risk models to assess which companies are most at risk and understand what the continued drought means for the smooth running of our economy and our society. Then, we assess the ESG components of the recently passed Creating Helpful Incentives to Produce Semiconductors (CHIPS) for America act.

Host: Mike Disabato, MSCI ESG Research

Guests: Gillian Mollod & Siyu Liu, MSCI ESG Research