Explorez tous les épisodes du podcast ESG Currents
| Titre | Date | Durée | |
|---|---|---|---|
| PRI – Global Investor Push to Tackle Global Issues | 09 Oct 2024 | 00:43:44 | |
Can financial markets help solve climate change, poverty and inequality on a worldwide scale? The UN-backed Principles for Responsible Investment supports an international network of investor signatories looking to incorporate ESG factors into investment and ownership decisions. Launched in 2006, the PRI has grown to more than 5,300 signatories managing over $121 trillion. Ahead of this week’s 16th annual PRI in Person conference in Toronto, senior ESG analyst Rob Du Boff chatted with PRI Chief Sustainable Systems Officer Nathan Fabian and board member Wendy Cromwell, vice chair and head of sustainable investment for Wellington Management. See omnystudio.com/listener for privacy information. | |||
| Former White House Climate Advisor on IRA’s Future | 02 Oct 2024 | 00:39:14 | |
The Inflation Reduction Act unleashed nearly half-a-trillion dollars in investment for projects to help meet climate goals. In this episode of the Bloomberg Intelligence ESG Currents podcast, BI senior analysts Gail Glazerman and Rob Du Boff are joined by Gina McCarthy, who as White House national climate advisor was a key backer of the legislation and as former head of the EPA, offers a unique perspective on the Supreme Court’s recent ruling overthrowing the long-standing Chevron doctrine. She shares her views on the outlook for the IRA in the context of the 2024 federal election and the search for energy to power AI. This episode was recorded Sept. 23. See omnystudio.com/listener for privacy information. | |||
| Sustainability Through the Disparate Lenses of Fishing and Credit Reporting | 07 Aug 2024 | 00:26:47 | |
Corporate sustainability takes many shapes and forms, and nothing articulates this better than looking through the lenses of a commercial fishing company and a credit reporting agency. On this episode of Bloomberg Intelligence’s ESG Currents podcast BI’s director of ESG research Eric Kane talks with American Seafoods Chief Sustainability Officer Tim Fitzgerald and Cristina Banahan, the global head of citizenship and sustainability at TransUnion, at the recent Bloomberg Green Festival. They discuss broad topics, such as impact vs. materiality, and company-specific areas of focus including decarbonizing fishing fleets, protecting data privacy and more. This episode was recorded on July 11. See omnystudio.com/listener for privacy information. | |||
| Nuveen’s Liberatore on ESG Links to Free Cash Flow | 31 Jul 2024 | 00:39:09 | |
As sustainable fixed-income markets continue to develop, debt instruments can actively drive impact. On this week’s episode of Bloomberg Intelligence’s ESG Currents podcast Stephen Liberatore, head of ESG & Impact for Global Fixed Income at Nuveen, joins host Chris Ratti, BI ESG credit analyst, to discuss the state of green, social, sustainability and sustainability-linked bonds.
See omnystudio.com/listener for privacy information. | |||
| Climeworks CFO Aepli on Putting the CO2 Genie Back in the Bottle | 24 Jul 2024 | 00:36:51 | |
Climeworks began operations in May at its largest direct air capture and storage facility to date. The Iceland plant has capacity to remove 36,000 metric tons of CO2 from the air per year. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by Climeworks CFO Andreas Aepli to discuss the company’s technology and how it plans to scale up to collect 1 million metric tons of CO2 from the atmosphere a year by 2030. They also talk about the energy requirements of direct air capture, how the cost of the technology is changing, the importance of removal credits for CO2 and more. This episode was recorded on June 20. See omnystudio.com/listener for privacy information. | |||
| The Building Blocks of Net Zero: Tech, Relationships and Capex | 17 Jul 2024 | 00:40:49 | |
There’s a very clear green premium for new operationally net zero carbon buildings, says Tom Walker, co-head of global listed real assets at Schroder Property Investment. With buildings accounting for 40% of global emissions, real estate is under pressure to stay ahead of environmental legislation. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI analyst Grace Osborne is joined by Walker and Vincent Van Bijleveld, the director of the Global Real Estate Engagement Network, to discuss the role of technology, relationships and capital spending in building a net zero world. See omnystudio.com/listener for privacy information. | |||
| Welz on Climate Breakdown’s Impact on Wild Nature | 10 Jul 2024 | 00:44:10 | |
In his book “The End of Eden: Wild Nature in the Age of Climate Breakdown,” Adam Welz provides stunning examples of the devastating impact of climate change on the natural world. In this episode of Bloomberg Intelligence’s ESG Currents podcast, the author joins BI director of ESG research Eric Kane to discuss why he prefers the term climate breakdown over climate change, how he selects species to focus on given the myriad examples, and why it’s important to look beyond the impact of climate change on humans. See omnystudio.com/listener for privacy information. | |||
| Delta CSO DeLuca on Airlines Jetting to Net Zero | 03 Jul 2024 | 00:21:02 | |
Delta Air Lines aims to be net zero by 2050. Achieving this goal requires investment in technologies, strategic partnerships and the use of sustainable aviation fuel (SAF). In this episode of the ESG Currents podcast, BI analysts Eric Kane and Margot Wentzel are joined by Amelia DeLuca, chief sustainability officer at Delta, to discuss how airlines can transition to net zero by weaving sustainability into the fabric of the business. DeLuca emphasizes her focus on data analysis and allowing data to inform company carbon-reduction strategies, as well as using it to drive change inside and outside of Delta. See omnystudio.com/listener for privacy information. | |||
| How to Select Strong Sustainability-Fund Managers? | 26 Jun 2024 | 00:40:46 | |
Given the array of new ESG funds and strategies over the past few years, along with the changing regulatory environment and shifts in demand, efforts to ensure strong management have taken on added importance. In this episode of ESG Currents, BI analyst Shaheen Contractor is joined by Mark Hays, director of sustainable & impact investing at Glenmede, to better understand all aspects of the manager-selection process. He discusses fees, performance and asset allocation, to tips and tricks in selecting capable managers. This episode was recorded on May 7. See omnystudio.com/listener for privacy information. | |||
| Pricing Migrating Climate Risk With First Street | 19 Jun 2024 | 00:34:34 | |
Flood, fire and wind risks have begun migrating across the US, creating a need for better home insurance pricing and analytics. On this week’s episode of ESG Currents, BI senior analyst Andy Stevenson is joined by Dr. Jeremy Porter, chief scientist at First Street, to discuss ways of getting better climate data into the hands of consumers, companies and federal agencies. This episode was recorded on June 3. See omnystudio.com/listener for privacy information. | |||
| A Changing Landscape From Politics to Boardroom | 12 Jun 2024 | 00:41:55 | |
The changing regulatory landscape, energy policy and backlash against ESG are some of the key developments affecting both public and private companies over the past few years. On this episode of ESG Currents, BI analyst Shaheen Contractor is joined by Charlotte Peyraud and Rob Teigman, the co-heads of Sustainability Advisory Services at Houlihan Lokey, to discuss the energy transition and ESG landscape through the lens of an adviser. They also outline key takeaways from advising and supporting board members. This episode was recorded on May 2. See omnystudio.com/listener for privacy information. | |||
| Generation’s le Duc Sees ESG as Fiduciary Duty | 05 Jun 2024 | 00:38:05 | |
“In a long-term investing framework, high quality, high conviction, fundamental, mission-driven businesses that provide society with what it really needs will outperform,” says Colin le Duc, a founding partner at Generation Investment Management. Founded in 2004, Generation is a pure-play sustainable investment manager, and according to its website, “It is all we do. It is all we will ever do.” On this episode of the Bloomberg Intelligence ESG Currents podcast, le Duc joins Eric Kane, BI’s director of ESG research to discuss the evolution of sustainable investing, the need to institutionalize impact investing, net-positive companies, his view that sustainable investing is hard, essential and insufficient, and much more. The episode was recorded on May 15. See omnystudio.com/listener for privacy information. | |||
| Rick Fox and Partanna’s CO2-Absorbing Concrete | 29 May 2024 | 00:37:11 | |
Partanna Global is on a mission to change the way the world builds by creating concrete that’s carbon negative. In today’s episode of Bloomberg Intelligence’s ESG Currents podcast, Partanna Co-Founder and CEO Rick Fox joins Chris Ratti, BI’s senior ESG credit analyst, to discuss combating the climate crisis with a winning mindset, the company’s innovations, carbon credits and next steps for change. See omnystudio.com/listener for privacy information. | |||
| Former Mars CEO Reid on Enabling Sustainability | 22 May 2024 | 00:29:07 | |
Who can take a boardroom, sprinkle it with climate goals? On this week’s episode of the ESG Currents Podcast, Bloomberg Intelligence Senior ESG Analyst Rob Du Boff speaks with one such candy man, former President & CEO of Mars Incorporated Grant Reid. At the privately held multinational manufacturer of candy and other foods, Reid used the levers of corporate governance to drive sustainability outcomes. He talks about enabling sustainability through compensation policies, corporate strategy and executive leadership. For more insights, register here for BI ESG’s June 4 virtual conference, COP 28.5: Looking Back on Dubai, Looking Ahead to Baku. This episode was recorded on April 22, 2024. See omnystudio.com/listener for privacy information. | |||
| CDPQ’s Blanchard on the Need to Do Sustainable Finance Differently | 15 May 2024 | 00:37:45 | |
Finance plays a critical role in addressing climate change, but the current approach is seen as insufficient. In this episode of the Bloomberg Intelligence ESG Currents podcast, Executive Vice President and Head of CDPQ Global and Global Head of Sustainability Marc-André Blanchard joins Eric Kane, BI’s director of ESG research, at the Bloomberg Sustainable Finance Forum in Toronto to discuss how sustainable finance should be done differently. They also talk about sustainability at CDPQ, the role of engagement, the importance of blended finance, incentives vs. penalties and the need to use all the tools at our disposal to address the climate challenge. Register here for BI ESG’s June 4 virtual conference, COP 28.5: Looking Back on Dubai, Looking Ahead to Baku. This episode was recorded on May 7. See omnystudio.com/listener for privacy information. | |||
| Avenues for Climate Tech? Industry Solutions, Innovative Product Structures and more | 08 May 2024 | 00:52:37 | |
Technology’s role in decarbonization is evolving, with many developments still in the making. In this episode of the ESG Currents podcast, Shaheen Contractor, Bloomberg Intelligence’s senior ESG analyst, interviews Daniel Hanna, head of Sustainable Finance at Barclays, Kelly Becker, president of Schneider Electric UK & Ireland, Mikkel Bülow-Lehnsby, co-founder and chairman of Urban Partners and Chris Dodwell, global head of Policy & Advocacy at Impax Asset Management, at the Bloomberg Sustainable Business Summit in London. They discuss how climate tech can be deployed and the risks and opportunities ahead. See omnystudio.com/listener for privacy information. | |||
| Kolbert Sees Great Work, Scant Progress on Climate | 01 May 2024 | 00:32:48 | |
In her new book “H Is for Hope: Climate Change from A to Z,” Elizabeth Kolbert writes that “to say amazing work is being done to combat climate change and to say that almost no progress has been made is not a contradiction. It’s a simple statement of fact.” In this episode of ESG Currents, the Pulitzer Prize-winning journalist and author joins Bloomberg Intelligence Director of ESG Research Eric Kane to talk about this paradox, why she was drawn to writing about climate change and biodiversity, the timeline of earth’s history, whether we can reach net zero when we keep inventing new ways to consume energy and much more. This episode was recorded on April 22. See omnystudio.com/listener for privacy information. | |||
| NYSIF on Aiming for a Net-Zero Portfolio by 2040 | 24 Apr 2024 | 00:32:28 | |
The New York State Insurance Fund (NYSIF) is working to reach net-zero carbon emissions in its investment portfolio by 2040. To achieve this goal, NYSIF focuses on four tenants: internal and external engagement, investment and divestment. In this episode of ESG Currents, Bloomberg Intelligence’s Eric Kane and Shaheen Contractor talk with Rajith Sebastian, Head of ESG and Sustainable Investing for NYSIF about the fund’s approach to net zero, minimizing risk and maximizing impact, the need for more intentionally impactful and evidence-based investment products and more.This episode was recorded on April 3. See omnystudio.com/listener for privacy information. | |||
| Ropes & Gray Partners on the Laws Threatening ESG | 17 Apr 2024 | 00:31:49 | |
As ESG has shifted from a niche investment strategy to the mainstream, it has become a hot-button political issue among top-level state and national officials. That includes laws banning ESG on one side of the aisle and mandating exclusionary screens on the other, and the trend may accelerate heading into the US elections. On this week’s episode of ESG Currents, BI Senior ESG Analyst Rob Du Boff is joined by Ropes & Gray partners Michael Littenberg, Josh Lichtenstein and Rob Skinner, who have extensive experience representing corporate and asset-management clients facing legal, compliance and regulatory issues around ESG. See omnystudio.com/listener for privacy information. | |||
| Nuveen’s Wilson on ESG-Asset Growth Stories | 10 Apr 2024 | 00:36:47 | |
Climate opportunities extend beyond clean-energy fuels and into a broad diffusion of business models, including areas such as efficiency and infrastructure. Join Senior BI analysts Shaheen Contractor and Andrew Stevenson as they speak with Sarah Wilson, managing director and head of climate strategy at Nuveen, to discuss the state of play in ESG asset gathering, strategies that are gaining steam and datasets to help portfolio managers make better ESG-related investment decisions. This episode was recorded on April 2. See omnystudio.com/listener for privacy information. | |||
| NYS Comptroller DiNapoli on Knowing When to Divest | 03 Apr 2024 | 00:28:36 | |
Engagement plays an important role for managers to ensure the companies they invest in are managing ESG factors to maximize long-term value. But what happens when this engagement just doesn’t cut it? When the carrot doesn’t work, sometimes you need the stick. On this episode of ESG Currents, BI Senior ESG Analyst Rob Du Boff chats with NYS Comptroller Thomas P. DiNapoli. They discuss the recent announcement that the New York State Common Retirement Fund, one of the largest public pensions in the US, will restrict investment in eight oil and gas companies it deemed not ready for the carbon transition, including Exxon Mobil. This episode was recorded on March 26. See omnystudio.com/listener for privacy information. | |||
| TNFD Makes It Clear Nature Risk Is Financial Risk | 27 Mar 2024 | 00:37:31 | |
About 50% of global GDP is at least moderately dependent on nature, according to the World Bank. Increasing recognition of this dependency has fueled new biodiversity-related disclosure frameworks, regulations, and investor action. In this episode of ESG Currents, Bloomberg Intelligence’s Eric Kane and Melanie Rua are joined by David Craig, co-chair of the Task Force on Nature-related Financial Disclosures (TNFD) to discuss how climate and biodiversity are interrelated, how the TNFD framework fits in with other disclosure guidelines, hopes for COP 16 in Colombia, why nature risk is financial risk, and much more. This episode was recorded on Mar. 18. See omnystudio.com/listener for privacy information. | |||
| BNP Asset Management on Stewardship, Nature Action | 25 Sep 2024 | 00:41:20 | |
With natural capital emerging as a vital investment theme, understanding its risks and opportunities is crucial. In this episode, BI’s senior ESG analyst, Rob Du Boff, and Melanie Rua, senior ESG associate, are joined by Adam Kanzer, head of stewardship for the Americas at BNP Paribas Asset Management, to share why natural capital is an important investment theme, why transparency in nature-related data matters and how the firm engages with industry to influence corporate practices. From the story of horseshoe crabs to how Nature Action 100 drives impactful corporate change, this episode delves deep into the efforts to protect biodiversity while generating shareholder value. The episode was recorded on Sept. 18. See omnystudio.com/listener for privacy information. | |||
| Climate Action 100+ on Moving From Words to Action | 20 Mar 2024 | 00:35:58 | |
Nearly 80% of the world’s 150 top CO2-emitting companies have stated net-zero ambitions for Scope 1 and 2 emissions by 2050 or sooner, according to Climate Action 100+’s recent Net Zero Company Benchmark 2.0 report. However, the same study finds only 24% of companies assessed have short-term targets aligned with a 1.5-degree Celsius trajectory. On this episode of the ESG Currents podcast, Francois Humbert, Climate Action 100+’s (CA 100+) global investor representative and current Steering Committee Chair, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss how the CA100+ has influenced company progress and investor behavior, and why we need to move to actions from words. This conversation was recorded on Nov. 23, 2023. See omnystudio.com/listener for privacy information. | |||
| Should ‘Rational Sustainability’ Replace ESG? | 13 Mar 2024 | 00:31:16 | |
ESG has become an important part of the investment landscape. But some critics say the term may be overly broad, conflating a number of topics that may or may not be financially material for different issuers. In this episode of ESG Currents, BI analysts Eric Kane and Rob Du Boff are joined by Alex Edmans, a professor of finance at London Business School, who recently authored a paper advocating the concept of “Rational Sustainability” as a worthy replacement. This episode was recorded on Feb. 13. See omnystudio.com/listener for privacy information. | |||
| ‘Green Is Not Black and White’ | 06 Mar 2024 | 00:31:11 | |
Founded in 1998, Impax Asset Management is a pioneer in investing in the transition to a more sustainable economy. On this episode of the ESG Currents podcast, Ian Simm, Impax’s Founder and CEO, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss the evolution of the ESG space, single vs. double materiality, net zero vs. net-zero aligned, the complexity of biodiversity, why “green is not black and white” and much more. This episode was recorded on Feb. 12. See omnystudio.com/listener for privacy information. | |||
| Navigating Through the Climate-Transition Noise | 28 Feb 2024 | 00:42:41 | |
Asset Managers can find it difficult to navigate through all the noise related to the climate transition as the lack of standard data and quality of disclosures affects aspirations of reaching net-zero targets. In this episode of ESG Currents, BI analysts Shaheen Contractor and Chris Ratti are joined by Rob Fernandez and Tim Coffin from Breckinridge Capital Advisors. The two guests provide views into what the asset-management industry is looking at when it comes to the climate shift, with valuable insights into assessing the credibility of net-zero goals and more. See omnystudio.com/listener for privacy information. | |||
| Roadblocks to IRA’s Support for Climate Transition | 21 Feb 2024 | 00:45:21 | |
The Inflation Reduction Act is an import signal that the United States is putting out to the world that is leading to real investments, yet its potential will soon come up against some very real roadblocks, says Aniket Shah, Managing Director at Jefferies. In this episode of Bloomberg Intelligence’s ESG Currents podcast, Shah discusses these threats to the energy transition and decarbonization with Chris Ratti, Bloomberg Intelligence’s Senior ESG Credit Analyst. They also talk about the future of green financing instruments. This episode was recorded on January 10. See omnystudio.com/listener for privacy information. | |||
| How Local Water Problems Have Global Implications | 14 Feb 2024 | 00:30:19 | |
A quarter of the world’s population is currently exposed to extremely high water stress each year, and that’s expected to grow to 60% by 2050, according to World Resources Institute’s recent Aqueduct 4.0 report. On this episode of the ESG Currents podcast, Sara Walker, WRI’s Director of Corporate Water Engagement, joins Eric Kane, Bloomberg Intelligence’s Director of ESG Research to discuss corporate water targets, water accounting, the concept of ‘virtual water’, and why the local problem of water has global implications.
See omnystudio.com/listener for privacy information. | |||
| A Focus on Equality With a Gender Lens Investor | 07 Feb 2024 | 00:30:47 | |
Gender lens investing remains a complex theme, seeing growing interest from investors and regulators in some regions and a backlash in others. In this episode of ESG Currents, BI analysts, Shaheen Contractor and Rob Du Boff are joined by Audrey Kaplan, the senior portfolio manager of Robeco Global Gender Equality Impact Equity Portfolio to discuss her work, ways in which one can evaluate companies, useful metrics, shareholder advocacy and measures of success. This episode was recorded on Nov. 9. See omnystudio.com/listener for privacy information. | |||
| Insights From One of the Oldest ‘E’ Fund Houses | 31 Jan 2024 | 00:40:35 | |
Climate Investing has evolved from a focus on portfolio exclusions to a diverse set of products, such as low-carbon solutions. In this episode of ESG Currents, senior ESG strategist Shaheen Contractor is joined by Leslie Samuelrich, the president of Green Century Capital Management, to discuss the evolution of climate investing, demand drivers, shareholder advocacy and measures of success. Green Century is one of the oldest environmental fund managers. See omnystudio.com/listener for privacy information. | |||
| Goodwin Procter’s Reyes Discusses ESG Legal Issues | 24 Jan 2024 | 00:34:58 | |
Corporate deliberations on ESG often revolve not only around shareholders, but also the relationships with employees, customers, governments, the local community and even the planet. But sometimes tensions can arise between these various groups, and one stakeholder can be vital to helping corporate managers navigate these challenges: the lawyers. On this episode of ESG Currents, senior ESG Analyst Rob Du Boff is joined by Abigail Gampher Takacs of Bloomberg Law to chat with Danielle Reyes, a partner and co-chair of the ESG & Impact practice at Goodwin Procter, to discuss the legal issues facing corporations and investors. This episode was recorded on Nov. 27. See omnystudio.com/listener for privacy information. | |||
| Baristas vs. the Board: A Proxy Fight at Starbucks | 17 Jan 2024 | 00:24:53 | |
Over the past three years, Starbucks has become a notable battleground for the resurgence of the American labor union. Amid continuous pushback from management, the unions are now leveraging a new tool in the fight -- corporate governance. The Strategic Organizing Center (SOC), a coalition of labor unions, recently began its first activist campaign, seeking three seats on the Starbucks board at the annual meeting this spring. On this episode of ESG Currents, senior ESG analyst Rob Du Boff spoke with Tejal Patel, corporate governance director at SOC Investment Group, to discuss why the unions decided to go active, what it would take to win, and other issues at the intersection of Social and Governance. See omnystudio.com/listener for privacy information. | |||
| Kukuljan on the Orange-Crop Shock and Nature-Positive Investing | 18 Sep 2024 | 00:36:32 | |
There’s a $10-trillion opportunity in nature-positive investing, says Ingrid Kukuljan, head of impact and sustainable investing at Federated Hermes. About half of global GDP is moderately or highly dependent on nature, yet relentless exploitation has led to risks ranging from labor productivity to the global supply of oranges. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI analyst Grace Osborne talks to Kukuljan about the risks of biodiversity loss, corporate champions of a regenerative economy and her hopes for COP16 next month. See omnystudio.com/listener for privacy information. | |||
| When the Data Isn’t Perfect, You Still Have to Act | 10 Jan 2024 | 00:40:35 | |
Investor action is foundational to ESG, and Ceres has long been at the forefront of working with capital markets to address sustainability challenges. The Ceres Investor Network includes more than 220 institutional investors with more than $45 trillion in assets, and focuses on climate, water and biodiversity. On this episode of the ESG Currents podcast, the Rev. Kirsten Snow Spalding, Ceres’ Vice President, Investor Network joins Eric Kane, Bloomberg Intelligence’s director of ESG research to discuss Ceres’ theory of change, the power of investor networks, how transition plans will become synonymous with business plans and the fact that when the data isn’t perfect, you still have to act. This episode was recorded on Oct. 17th. See omnystudio.com/listener for privacy information. | |||
| The Struggle to Earn and Pay a Living Wage | 02 Jan 2024 | 00:29:09 | |
Of working Americans, 65% say they live paycheck to paycheck, with 30% saying they run out of money at the end of every month, according to a Harris Poll. Join BI Senior ESG Analyst Andy Stevenson and his guest, MIT Professor of Economic Geography and Regional Planning and founder of the Living Wage Calculator Amy Glasmeier, as they discuss what it means to earn a living wage, what percentage of Americans are living at or below the living wage, and how companies are responding to inflation-driven wage pressures to meet their employees basic needs. The episode was recorded on Oct. 2. See omnystudio.com/listener for privacy information. | |||
| COP28 Conference — Successes and Shortcomings | 20 Dec 2023 | 00:42:04 | |
COP28 wrapped up with some noteworthy outcomes. For the first time, the summit called for a transition away from fossil fuels, which was viewed as historic by some but as insufficient by others. BI had a chance to speak about the event’s successes and shortcomings with numerous experts, including Jeff Sternberg, technical director for the office of the CTO at Google Cloud; Linda-Eling Lee, founding director and head of the MSCI Sustainability Institute; and Angela Homsi, the founder of Ignite Power. Bloomberg Intelligence’s director of ESG research Eric Kane hosts the podcast, and is joined by BI analyst Shaheen Contractor to discuss the outcomes. See omnystudio.com/listener for privacy information. | |||
| Demystifying Carbon Market Opportunities and Risk | 12 Dec 2023 | 00:52:26 | |
Carbon markets can be an important component of the CO2-reduction tool kit as emissions goals and regulations continue to evolve. KraneShares Head of Climate Investments Luke Olivier joins Bloomberg Intelligence analysts Shaheen Contractor and Eric Kane on this episode of ESG Currents to discuss ways of investing in climate, along with a deep dive into the workings of carbon markets. This episode was recorded on Oct. 23rd. See omnystudio.com/listener for privacy information. | |||
| ESG By Proxy — Shareholder Proposals Hit Record | 06 Dec 2023 | 00:26:57 | |
2023 saw a record number of shareholder proposals pushing companies to bring environmental and social issues more into focus, and one of the most active in the space has been As You Sow. Founded in 1992, the group bills itself as the nation’s non-profit leader in shareholder advocacy. They have an extensive track record of putting forward resolutions on issues such as energy & climate, social justice, and the circular economy. On this episode of the ESG Currents podcast, BI analyst Rob Du Boff sits down with Danielle Fugere, As You Sow's President & Chief Counsel. This episode was recorded on Oct. 10. See omnystudio.com/listener for privacy information. | |||
| Hot Topics in Sustainability Disclosure With ISSB | 29 Nov 2023 | 00:41:41 | |
The ISSB seeks to bring the rigor of financial accounting to investor-focused sustainability reporting and is proactively involved in consolidating the ESG disclosure landscape, but board members Verity Chegar and Jeff Hales caution that, even with improvements, a complicated world will remain complicated. Jeff and Verity join Bloomberg Intelligence analysts Gail Glazerman and Eric Kane on this episode of ESG Currents to discuss materiality in the context of sustainability reporting, evaluating disclosure vs. actual performance on ESG issues and ISSB’s priorities.
See omnystudio.com/listener for privacy information. | |||
| Sustainable Debt Trends and the Evolution of the Greenium | 22 Nov 2023 | 00:33:42 | |
Sustainable fixed-income markets continue to develop with new products, regulations and uses of financing. Bruce Ronbeck, who focuses on sustainable finance in debt capital at Natixis CIB Americas, joins Bloomberg Intelligence’s senior ESG credit analyst Chris Ratti on this episode of the ESG Currents podcast to discuss recent trends, the evolution of the greenium and uses of financing along with challenges facing sustainable fixed income. This episode was recorded on Sept. 14. See omnystudio.com/listener for privacy information. | |||
| Financed Emissions, Pairing Urgency With Nascency | 15 Nov 2023 | 00:35:26 | |
Financed emissions and the role banks play in financing carbon-intensive industries have become a focal point of climate discussions. Citigroup has emerged as a leader in this conversation with its approach to transition planning and transparency. On this episode of the ESG Currents podcast, Val Smith, Citi’s chief sustainability officer, joins Bloomberg Intelligence’s director of ESG research, Eric Kane, to discuss how the company approaches its transition plan, emerging ESG topics and the evolving global regulatory framework. See omnystudio.com/listener for privacy information. | |||
| RGGI, the 'Quiet Giant' of Carbon Markets | 08 Nov 2023 | 00:37:05 | |
"Carbon markets are a critical tool for decarbonization, and the Regional Greenhouse Gas Initiative (RGGI) provides a great case study. By 2030, the market is poised to eliminate 66% of CO2 emissions from utilities in Northeastern states, while already generating roughly $4.2 billion for participating states to invest in decarbonization. On this episode of the ESG Currents podcast Andrew McKeon, Executive Director of RGGI, joins Bloomberg Intelligence's Director of ESG Research Eric Kane to discuss how the market is structured, why it's successful, and how it might expand in the future. This was recorded on Oct. 17. See omnystudio.com/listener for privacy information. | |||
| Tips & Tricks for an ESG and Sustainability Career | 01 Nov 2023 | 00:48:27 | |
Given the wide swath of ESG and sustainability topics, breaking into the industry and navigating a career in the field and finding a niche often leaves people with many unanswered questions. On this episode of the ESG Currents podcast, Nikita Singhal, co-head of sustainable investment & ESG at Lazard Asset Management, joins Bloomberg Intelligence analyst Shaheen Contractor to discuss key required skills, gaps and how one can navigate a career in ESG at different stages — breaking into the industry, midcareer transitions and seasoned professionals expanding skillsets. This was recorded on Oct. 24. See omnystudio.com/listener for privacy information. | |||
| Ayana Elizabeth Johnson’s Vision of Climate Future | 11 Sep 2024 | 00:35:07 | |
In her forthcoming book, “What if We Get Right?: Visions of Climate Futures,” Ayana Elizabeth Johnson interviews 20 climate thought leaders across disciplines to answer the critical question posed in the title. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by Dr. Johnson to discuss the book, her work with the Urban Ocean Lab, finding inspiration in biophilia and a climate-action Venn diagram. They also talk about the absurdity of having constant growth and scarcity as fundamental principles, what we can learn from Marvel’s “Black Panther” movie, and much more. This episode was recorded on Sept. 6. See omnystudio.com/listener for privacy information. | |||
| The War on Woke | 25 Oct 2023 | 00:48:42 | |
Corporate America has increasingly leaned in on ESG issues, but not everyone thinks business should get involved, including several prominent presidential candidates and our guest this week, Scott Shepard, director of the National Center for Public Policy Research’s Free Enterprise Project, which bills itself as the “original and premier opponent of the woke takeover of America.” Shepard joins BI analyst Rob Du Boff on this ESG Currents podcast episode to discuss his concerns over ESG, the risk of political bias at the SEC, and how he's is taking his fight to other shareholders. This episode was recorded on Aug. 16. See omnystudio.com/listener for privacy information. | |||
| How ESG Enhances Company Analysis, A PM's View | 18 Oct 2023 | 00:49:54 | |
A portfolio manager of an ESG and sustainable fund is an increasingly complex job, given the wide swath of data and themes. On this episode of the ESG Currents podcast, Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor to discuss how he uses ESG data and metrics to analyze company performance and drive selection in his portfolio. The conversation focuses on the metrics that impact company value and the challenges in ESG analysis. This was recorded on Sept. 28. See omnystudio.com/listener for privacy information. | |||
| Is Sustainability Driving Better Financial Performance? | 11 Oct 2023 | 00:34:58 | |
Many companies approach ESG as a box-checking exercise, but Tensie Whelan, director of NYU’s Center for Sustainable Business believes managements that do this could be missing out. Her work has found that companies that fail to track returns on their sustainable investments can make poor decisions and allocate capital suboptimally. On this episode of the ESG Currents podcast, Whelan joins Bloomberg Intelligence analysts Gail Glazerman and Rob Du Boff to discuss Return on Sustainable Investment (ROSI), a tool she developed to help quantify these contributions. See omnystudio.com/listener for privacy information. | |||
| ESG Around the World With UN PRI’s Nathan Fabian | 04 Oct 2023 | 00:35:15 | |
ESG regulation remains divisive in the US, yet other regions have gone full steam ahead in setting the rules of the road for sustainable finance. Chief among them is the EU, which has rolled out a broad set of new and enhanced regulations for companies and investors. Nathan Fabian, chief sustainable systems officer at the UN-backed Principles for Responsible Investment and former chair of the European Platform for Sustainable Finance, and Nadia Humphreys, manager of Bloomberg’s Global Regulatory and Climate solutions team join Bloomberg Intelligence senior ESG analyst Rob Du Boff on this ESG Currents podcast episode to discuss the need for standardization for market participants and the challenges in implementing this ambitious but much-needed agenda. See omnystudio.com/listener for privacy information. | |||
| The Heat Is On, Green Financing Can Help | 27 Sep 2023 | 00:33:08 | |
Sean Kidney, cofounder and CEO of Climate Bonds Initiative joins Bloomberg Intelligence analyst Christopher Ratti on this episode of the ESG Currents podcast to talk about Green Financing. Kidney discusses how CBI was formed and the impacts it’s had on green financing along with recent trends, policy initiatives and market developments. See omnystudio.com/listener for privacy information. | |||