Sustainability Now
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.
Episodes
Mentioned books
Jun 7, 2019 • 15min
The ESG Weekly: Corruption in China and Health Care Equipment on the Week of June 3
One story this week with ESG glasses: GE, Siemens, and Philips get caught in a corruption scandal in China, so who cares about it most? (0:42), all on the record.
May 31, 2019 • 14min
The ESG Weekly: Renault/Fiat and Malaysia Just Says "No" to Your Recycling on the Week of May 27
Two stories this week with ESG glasses: Renault/Fiat could end up confusing investors (0:42) and Malaysia rethinks its recycling strategy (6:26), all on the record.
May 23, 2019 • 13min
The ESG Weekly: McDonald's #MeToo moment and Overstock.com's Bitcoin play on the Week of May 20
Two stories this week with ESG glasses: McDonald's contends with a discrimination lawsuit (0:47) and Overstock.com's CEO contends with fallback from his stock sale (5:41), all on the record.
May 16, 2019 • 12min
The ESG Weekly: Is There an ESG Angle on Trade Wars, and Amazon's Four-Legged Stool on the Week of May 13
Two stories this week with ESG glasses: the US-China trade war has a weird ESG twist (0:45) and Amazon's robot boxing investment (5:45), all on the record.
May 9, 2019 • 13min
The ESG Weekly: Is It Disruption Week? Swine Fever and iBuying on the Week of May 6
Two stories this week with ESG glasses: swine fever is disrupting the global pork market (0:44) and Zillow targets inefficiency with iBuying (7:15), all on the record.
May 2, 2019 • 14min
The ESG Weekly: Norsk Hydro's NASA Fraud and Marriot Goes Gig Economy on the Week of April 29
Two stories this week with ESG glasses: Norsk Hydro's subsidiary pays NASA for false metal testing (0:58) and Marriott looks to AirBnB for inspiration (7:36), all on the record.
Apr 30, 2019 • 19min
The Problems with ESG
ESG critics and detractors might be right as we look at three big criticisms one by one: there's not enough good data (2:43), there's too much useles data (7:32), and the ESG rating built from the data are meaningless (11:07), all on the record.
Apr 26, 2019 • 11min
The ESG Weekly: Umicore and the Cobalt Problem on the Week of April 22
One story this week with ESG glasses: Umicore saw its earnings drop and blamed undercutting competition for cobalt (0:37), but the problem might be child labor at artisinal mines (2:12), all on the record.
Apr 18, 2019 • 13min
The ESG Weekly: Amazon Employees Form a (Shareholder) Union and Jack Ma's 996 Blessing on the Week of April 15
Two stories with ESG glasses: Amazon employees are turning to shareholder activism to change the company (1:27), and did Jack Ma poke a sleeping employee giant by calling 12 hour work days a blessing (5:47), all on the record.
Apr 12, 2019 • 12min
The ESG Weekly: Disclosure is the Thing for Saudi Aramco and Social Media Becoming Tobacco on the Week of April 10
Two stories with ESG glasses: Saudi Aramco may be oversubscribed, but the disclosure might be the bigger deal (0:47), and the regulators are coming for social media in the UK (4:28), all on the record.
