When policy and markets move in different directions, the results can be surprising. In this episode, we explore five sustainability and climate trends we'll be watching in 2026. From AI-boosted clean tech and central banks enforcing climate risk rules, to investors reckoning with physical hazards in private equity and the rise of state ownership in strategic sectors. We unpack how materiality is maturing, policy is pivoting, and capital is flowing into what works.

Host: Bentley Kaplan, MSCI Sustainability & Climate

Guest: Liz Houston, MSCI Sustainability & Climate

The EU Sustainable Finance Disclosure Regulation (SFDR) is a corner stone of the EU’s plan to cut carbon emissions and achieve its climate goals. But it has undergone numerous changes, with the most recently announced on Nov. 20. Our question was whether these revisions preserved the SFDR’s stated purpose: promoting transparency and ensuring comparability in how sustainable a financial product truly is.

We explored that question and more in this episode, which covers the changes the EU Commission made to the SFDR.

Host: Mike Disabato, MSCI Solutions & Climate

Guest: Simone Ruiz-Vergote, MSCI Solutions & Climate

Oil spills, labor violations, data breaches. When controversy strikes, should investors pull out, or hold their nerve? We unpack fresh analysis on what happens when portfolios steer clear of scandal-prone firms and the surprising impact on returns.

Host: Bentley Kaplan, MSCI Sustainability & Climate

Guest: Drashti Shah, MSCI Custom Index Solutions