Oil and gas are in, renewables are out — at least, that’s what the headlines say. But what’s really happening in energy markets? We take a closer look at shifting U.S. policies, investor reactions, and how global energy trends might shape the future.

Host: Bentley Kaplan, MSCI ESG Research

Guests: Mathew Lee, Chris Cote & Elchin Mammadov, MSCI ESG Research

The quest for higher returns with lower risk is a fundamental principle of successful investing. Study after study shows that investors can use sustainability data to identify more profitable, less risky companies with higher long-term returns. But what about protecting your portfolio from massive drawdowns? Or better yet, seeing which sustainability data points matter most for which industries? Well, you're in luck because that is what this episode is all about!

Host: Mike Disabato, MSCI ESG Research

Guests: Liz Houston and Xinxin Wang, MSCI ESG Research

What are climate scenarios? Can I do them myself, or do I need a supercomputer and an advanced degree to make them work? They are certainly important in this day and age, especially as once-in-a-lifetime destructive events seem to be becoming the norm. That’s why we decided to do an episode demystifying the whole process of climate scenario analysis. Luckily, our guest today, James Edwards, along with his co-authors, Nathan Faigle and Wenmin Li, wrote a practical guide on the topic called How can I use climate scenarios? A practical guide (link below). Thanks to their work, we were able to gather some useful tips on how even we, the humble listener, can conduct our very own climate scenario analysis. Enjoy!

Report: https://www.msci-institute.com/insights/comment/how-can-i-use-climate-scenarios-a-practical-guide/

Host: Mike Disabato, MSCI ESG Research
Guest: James Edwards, MSCI Climate Risk Center