Climate change doesn’t just arrive one disaster at a time. It stacks crises on top of each other: drought followed by flood, heat followed by fire; shocks that turn small problems into big financial hits. In this episode, we talked about how compounding climate hazards are reshaping the bottled water industry, what a 2024 Nestlé scandal reveals about the future of water quality, and why investors should be paying closer attention.

Host: Mike Disabato - MSCI ESG Research

Guest: Cole Martin - MSCI ESG Research

Link to paper discussed in episode: https://www.msci.com/research-and-insights/blog-post/compound-climate-hazards-pressure-beverage-giants

Controlled companies now outnumber widely held ones. New MSCI research shows that this market shift has significant implications for shareholder returns.

Guest: Jonathan Ponder, MSCI ESG Research

Host: Bentley Kaplan, MSCI ESG Research

We already know there is a clear link between ESG ratings and the cost of capital. But the question remains: do ESG ratings matter for bonds and their credit spreads? Should fixed income investors care? Listen to this week’s episode to find out!

Host: Mike Disabato, MSCI ESG Research

Guest: Jakub Malich, MSCI ESG Research

Link to paper discussed in episode: https://www.msci.com/research-and-insights/paper/the-financial-materiality-of-sustainability-risk-in-credit-markets-a-decade-of-evidence