The ESG Weekly: BP is going green and Japan decides the more coal the better for the week of February 17.
Host: Mike Disabato; Guests: Antonios Panagiotopoulos, Velina Karadzhova, Kenji Watanabe.
Feb 21, 2020•15 min
ESG now
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, host Mike Disabato of MSCI ESG Research walk through the latest news and research that is top of mind for MSCI ESG Research clients and partners.
MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.
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Episodes
The ESG Weekly: Does the 2019 Novel Coronavirus have any place in an ESG conversation? And the EU doubts the use of ESG ratings for the week of February 10.
Host: Mike Disabato; Guests: Siyu Liu, Gillian Mollod, Julia Giguere-Morello.
Feb 14, 2020•14 min
The ESG Weekly: Stakeholders are not happy about Siemens' coal by association for the week of February 3.
Host: Mike Disabato; Guests: Linda Eling-Lee, Bentley Kaplan, Umar Ashfaq.
Feb 07, 2020•16 min
The ESG Weekly: Companies cannot please everyone, and how are tech companies and oil companies connected for the week of January 27.
Host: Mike Disabato; Guests: Meggin Eastman, Ric Marshall, Umar Ashfaq.
Jan 31, 2020•18 min
The ESG Weekly: Indigenous inclusion and carbon offsets can go hand-in-hand, for the week of January 20.
Host: Mike Disabato; Guests: Meggin Eastman, Brendan Baker.
Jan 24, 2020•17 min
The ESG Weekly: Investors and world leaders are finally freaking out about the climate crisis, and a new regulation in California might change how big tech can use consumer data, all for the week of January 13.
Host: Mike Disabato; Guests: Ric Marshall, Siyu Liu, and Andrew Young.
Jan 17, 2020•17 min
The ESG Weekly: Wildfire in Australia poses problems for all, and a quick take on how we learned to stop worrying and love social media for the 2020 election, all for the week of January 6.
Host: Mike Disabato; Guests: Gillian Mollod, Chris Vernon, and Andrew Young.
Jan 10, 2020•21 min
The ESG Weekly: Diversity data matters more for investors than financial metrics can show, and Ric Marshall gives a hot take on the decision by Boeing to halt production of the 737 Max for the week of December 16.
Host: Mike Disabato; Guest: Ric Marshall.
Dec 20, 2019•18 min
The ESG Weekly: Carbon emissions keep rising for EU automakers as people continue to buy SUVs, and two hot takes on Drax's net-negative carbon plan and Exxon's technical exoneration for the week of December 9.
Host: Mike Disabato; Guests: Arne Klug, Velina Karadzhova, and Ric Marshall.
Dec 13, 2019•17 min
Is Hacking Just An Evil Supervillain Trope, Or Something Investors Should Be Prepared For?
From smart watches to smart TVs and connected homes, today's hackers are increasingly spoilt for choice. For the healthcare sector, hacking pacemakers isn't just the stuff of TV fantasy (4:07). Automakers may have traded the upsides of safety and convenience for more hackable cars (9:23). But it's in telecoms that the true shape of hacking risks emerge, not in devices, but in the data they're pumping through bigger, faster data highways (14:19). Listen on Apple Podcasts ....
Dec 10, 2019•24 min
The ESG Weekly: As the precarious work arrangements grow, investors might need to look at how companies control a workforce they don't claim as their own, and then two hot takes on Google's shakeup and coal's uninsurability for the week of December 2.
Two stories this week with ESG glasses: Temporary or part-time or contracted out or contingent work arrangements are creating risks for investors across the entire economy as companies face liabilities for a workforce they do not want to claim. And then Ric Marshall and Umar Ashfaq joins us to discuss the founders of Google stepping down and a report by an insurance industry group on the uninsurability of coal, all through an ESG lens. Listen on Apple Podcasts ....
Dec 06, 2019•18 min
The ESG Weekly: Should investors care about antibiotic resistance? And only a handful of companies are preventing a deforestation‐free supply chain for the week of November 18..
Two stories this week with ESG glasses: Antibiotic resistance - the ability of germs to defeat the drugs designed to kill them - is one of the greatest public health challenges of our time; but as the crisis grows what will happen to the companies that produce antibiotics (0:54)? And then Mario Lopez-Alcala tells us which companies are slowing the transition to a deforestation free supply chain in South America (10:17), all through an ESG lens. Listen on Apple Podcasts ....
Nov 22, 2019•14 min
The ESG Weekly: Are wild and crazy founders really such a big deal for investors? And the streaming race is on for the week of November 11.
Two stories this week with ESG glasses: SoftBank decided all the wild and crazy founders its Vision Fund is investing in need some rules of operation (0:37), and then Siyu Liu warns us about all the data streaming-companies must now protect (16:07), all through an ESG lens. Listen on Apple Podcasts .
Nov 15, 2019•20 min
The ESG Weekly: The SEC is putting a gag order onto shareholders, and two spicy takes on Boeing and Saudi Aramco for the week of November 4.
Two stories this week with ESG glasses: Ken Bertsch, the executive director of Council of Institutional Investors and an all-knowing proxy god joins Ric Marshall and Mike Disabato to discuss the new rule by the SEC to limit shareholder engagement (0:37), and then we get two hot takes by our analysts on Boeing and Saudi Aramco (12:23), all through an ESG lens. Listen on Apple Podcasts .
Nov 08, 2019•17 min
The Most Important Thing An Investor Should Know About Private Prisons: Who Do They Care About?
Investors have witnessed an exodus from the private prison industry but what is the core function of a private prison - is it to help prisoners? Is it to help the government? Or is it to help investors? In act 1, we look at how the growth of the 80s helped build the prisons of the 2000s (2:55). In act 2, we discuss how private prisons became interwoven into our society. In act 3, we discuss the issue of incentives for private prison operators and what friction is caused by their misalignment (9:...
Nov 05, 2019•33 min
The ESG Weekly: The case against Exxon might change how companies disclose about their climate woes, and the seas are rising up to consume us all for the week of October 28.
Two stories this week with ESG glasses: The Attorney General of New York alleges that Exxon first calculated the risks posed by climate change but then freaked out and suppressed the data, an accusation that might change how companies disclosure their data on climate risks far into the future (0:46), and then our cartography expert Gillian Mollod discusses new data on sea level rise and how it might affect the real estate market (11:04), all through an ESG lens. Listen on Apple Podcasts ....
Nov 01, 2019•19 min
The ESG Weekly: How should shareholders deal with Zuckerberg ? And Intel plans to release gender and race pay data for the week of October 21.
Two stories this week with ESG glasses: A SPECIAL GUEST joins us to discuss how shareholders should deal with Facebook and Mark Zuckerberg as the founder continues his PR campaign (1:42), and then Meggin Eastman discusses the relevance of Intel's plan to release pay and gender pay data (13:22), all on the record. Listen on Apple Podcasts .
Oct 21, 2019•23 min
The ESG Weekly: South Africa's largest utility cannot abide, and a quick update on private prisons for the Week of October 14.
Two stories this week with ESG glasses: There are power cuts throughout South Africa after its largest utility Eskom has a number of generating units break down which has threatened the country's economy (0:41), and Andrew Young gives us a quick update on the issue with private prisons as a business model (10:45), all on the record. Listen on Apple Podcasts .
Oct 18, 2019•17 min
The ESG Weekly: Companies are Hard to Trust When They Lie, And Labor Shortages Cause Concern for the Week of October 7.
Two stories this week with ESG glasses: 3M and DuPont failed to disclose their findings on the hazardous impact and proliferation of PFAS (0:40), and Hong Kongers are leaving Hong Kong for everywhere but the U.S.(10:11), all on the record. Listen on Apple Podcasts .
Oct 11, 2019•18 min
The ESG Weekly: The Bosses Are Getting Too Much For Too Little, and Climate Change Is Coming For Your Real Estate for the Week of September 30
Two stories this week with ESG glasses: The Council of Institutional Investors recommendation that investors check their CEOs pay packages (0:42), and then we discuss the continuing physical risk to real estate posed by climate change (12:52), all on the record. Listen on Apple Podcasts .
Oct 04, 2019•21 min
The ESG Weekly: Which shareholder action tool is best? And Thomas Cook collapses into liquidation for the Week of September 23
Two stories this week with ESG glasses: The different tools available to investors to address ESG risks (0:39), and Thomas Cook collapses into liquidation stranding hundreds of thousands (10:09), all on the record. Listen on Apple Podcasts .
Sep 27, 2019•19 min
The gig economy has split the workforce
Those Facebook workers are actually contractors (1:16), it is not just Facebook because everyone uses temporary workers in vital company roles (2:00), this is bifurcating the workforce and some are taking advantage (4:30), if you want to see how this can affect a society just go to Japan (9:32), this might be a canary in the mine for other countries (14:14), and investors are beginning to take notice (17:12), all on the record. Listen on Apple Podcasts ....
Sep 24, 2019•21 min
The ESG Weekly: UAW Union Strikes at GM, and Australia Picks Health Over Coal for the Week of September 16
Two stories this week with ESG glasses: The United Auto Workers go onstrike at GM (0:57), and Australia rejects a coal mine due to long-term health effects (10:58), all on the record. Listen on Apple Podcasts .
Sep 20, 2019•25 min
The ESG Weekly: EDF Finds Faults in its Nuclear Plants, and Contract Workers are Employees for the Week of September 9
Note! This is a re-released version with one detail corrected about nuclear power generation. Two stories this week with ESG glasses: Nuclear energy and its role in the low-carbon future (0:42), and California rules contract workers are employees for app-based companies (11:58), all on the record. Listen on Apple Podcasts .
Sep 13, 2019•21 min
The ESG Weekly: Data privacy and advertising don't mix, and glyphosate is banned again for the Week of September 2
Two stories this week with ESG glasses: Companies selling data have difficulties keeping data private (0:43), and Germany bans glyphosate usage (9:06), all on the record. Listen on Apple Podcasts .
Sep 06, 2019•18 min
The ESG Weekly: Johnson & Johnson's Brand and Opioids, and the Fashion Industry Makes Another Coalition for the Week of August 26
Two stories this week with ESG glasses: Johnson & Johnson's brand wavers as the opioid crisis comes home (1:10), and the fashion industry tries to lower its waste (11:09), all on the record. Listen on Apple Podcasts .
Aug 30, 2019•23 min
The ESG Weekly: Singapore will track societal health with Fitbit, and shareholders no longer matter for the Week of August 19
Two stories this week with ESG glasses: The Singapore Health Board partners with Fitbit (0:54), and Meggin and Ric discuss the Business Roundtable's anti-Friedman claim (17:49), all on the record. Listen on Apple Podcasts .
Aug 23, 2019•24 min
The hidden cost of cement
Is new stuff the best way to lower our emissions(3:36), maybe not because everything new uses everything old (7:40), well then should investors do something about it (12:00), because cement and fossil fuels are closer than you would think (15:15), all on the record. Listen on Apple Podcasts .
Aug 20, 2019•23 min
The ESG Weekly: Plastics and Fossil Fuel get more cozy, and two rapid fire takes on WeWork and Disclosures for the Week of August 12
Two stories this week with ESG glasses: Shell builds a petrochemical facility (0:41), and Matt and Ric quickly try to understand WeWork and the purpose of disclosures (13:44), all on the record. Listen on Apple Podcasts .
Aug 16, 2019•20 min
The ESG Weekly: Walmart's CEO gets called out in the gun debate, and L Brands' CMO resigns amid company turmoil on the Week of August 5
Two stories this week with ESG glasses: Walmart's CEO must address gun sales at his stores (0:44), and the CMO of L Brands resigns amid company turmoil (8:58), all on the record. Listen on Apple Podcasts .
Aug 09, 2019•20 min
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