What do market participants actually think is going to happen to their assets due to climate change? And when do they expect it? And do they think we will ever abandon fossil fuels? Well to answer those questions (and any others!), you need a survey. Luckily, we've got one! We've linked it below, and created a podcast episode about it. Enjoy!

Link to the survey:https://www.msci-institute.com/wp-content/uploads/2024/11/MSI-Survey-Report-061124_2.pdf

Host: Mike Disabato, MSCI ESG Research
Guest: Russ Bowdrey, MSCI ESG Research

Energy-hungry data centers are the backbone of AI. And as big tech companies look to meet rising demand for AI capabilities, their emissions are ticking up. So, are net zero ambitions at risk? Or can they be saved by a decades-old energy source in a new guise?

Host: Bentley Kaplan, MSCI ESG Research
Guests: Yoon Young Chung & Mathew Lee, MSCI ESG Research

VW announced it would shut at least three of its German plants, axe tens of thousands of jobs and slash pay by 10%. This is notable because VW is the powerhouse of Germany which typically has been the EU’s industrial engine – meaning jobs, meaning unions, meaning political might. But this is more than a VW story. It is a story of how the energy transition – the transition from pollutive to non-pollutive forms of economic operations – is upending the global order of established industries. It is the story of the hard tradeoffs we have to make in our effort to cut carbon emissions.

In this episode we explore that new world and what it means for the auto industry; an industry many countries and states rely on for their economic driver.

Host: Mike Disabato, MSCI ESG Research
Guest: Yu Ishihara, MSCI ESG Research