Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week’s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss emerging opportunities in desalination, industrial treatment, reuse and more. They explore how AI is powering software solutions and compressing the cycle time for hardware iterations. They also discuss the importance of investing in companies that aren’t dependent on policy and the current path to liquidity for the companies that Burnt Island Ventures invests in. The episode was recorded on May 8.

Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week&rsquo;s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence&rsquo;s director of ESG research, to discuss emerging opportunities in desalination, industrial treatment, reuse and more. They explore how AI is powering software solutions and compressing the cycle time for hardware iterations. They also discuss the importance of investing in companies that aren&rsquo;t dependent on policy and the current path to liquidity for the companies that Burnt Island Ventures invests in. The episode was recorded on May 8.

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG Currents

Burnt Island Ventures on Investing in Water

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f158753-4e56-420a-b35f-b45000c3eab5/transcript

Japan’s Corporate Governance Code, first introduced in 2015, has driven significant changes across the market – strengthening shareholder value, enhancing investor engagement, protecting minority rights, promoting gender diversity, and supporting the transition to a decarbonized economy. A further revision expected in 2026 could accelerate progress across these areas.

In this episode of the ESG Currents podcast, Yasunori Takeuchi, CEO and Representative Director of Corporate Action Japan, joins Bloomberg Intelligence ESG strategist Yasutake Homma to discuss the potential impact of the upcoming revision. They also explore what lies ahead for shareholders as Japan enters the annual general meeting season.

Japan&rsquo;s Corporate Governance Code, first introduced in 2015, has driven significant changes across the market &ndash; strengthening shareholder value, enhancing investor engagement, protecting minority rights, promoting gender diversity, and supporting the transition to a decarbonized economy. A further revision expected in 2026 could accelerate progress across these areas.
In this episode of the ESG Currents podcast, Yasunori Takeuchi, CEO and Representative Director of Corporate Action Japan, joins Bloomberg Intelligence ESG strategist Yasutake Homma to discuss the potential impact of the upcoming revision. They also explore what lies ahead for shareholders as Japan enters the annual general meeting season.

How Japan’s Governance Code Reshapes the Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b8fce4e2-83d5-495c-bf1b-b44a0078db84/transcript

Outcome bonds link investor returns to measurable results and are seeing increased issuance, led by institutions like the World Bank. In this ESG Currents episode, Bloomberg Intelligence ESG analysts Melanie Rua and Chris Ratti speak with Jorge Familiar of the World Bank Group and Stephen Liberatore of Nuveen Asset Management about how these structures are scaling. The discussion focuses on how investors price outcome risk alongside credit risk, how deals are structured - including the World Bank’s $120 million Spekboom restoration bond - and where these instruments fit relative to green and sustainability-linked debt. They also examine investor demand, reporting requirements, and the role of multilateral development banks in mobilizing private capital. 


This episode was recorded on April 27.

Outcome bonds link investor returns to measurable results and are seeing increased issuance, led by institutions like the World Bank. In this ESG Currents episode, Bloomberg Intelligence ESG analysts Melanie Rua and Chris Ratti speak with Jorge Familiar of the World Bank Group and Stephen Liberatore of Nuveen Asset Management about how these structures are scaling. The discussion focuses on how investors price outcome risk alongside credit risk, how deals are structured - including the World Bank&rsquo;s $120 million Spekboom restoration bond - and where these instruments fit relative to green and sustainability-linked debt. They also examine investor demand, reporting requirements, and the role of multilateral development banks in mobilizing private capital.&nbsp;
 This episode was recorded on April 27.

Paying for Results - World Bank on Outcome Bonds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/710faf34-c730-4261-be78-b44200cd8748/transcript

Carbon pricing is at the heart of Japan’s decarbonization strategy. With a government-backed initiative covering about 60% of national emissions and the full launch of the Green Transformation (GX) Emissions Trading System in 2026, Japan’s carbon market is entering a pivotal phase.

In this episode of the ESG Currents podcast, Yuki Mori, General Manager of the Japan Exchange Group’s Carbon Credit Market, joins Bloomberg Intelligence ESG Strategist Yasutake Homma to explore the evolving role of JPX’s carbon credit market and what lies ahead. As carbon credit prices rise and global attention intensifies, the conversation also examines growing interest from international investors and the implications for Japan’s expanding carbon ecosystem.

Carbon pricing is at the heart of Japan&rsquo;s decarbonization strategy. With a government-backed initiative covering about 60% of national emissions and the full launch of the Green Transformation (GX) Emissions Trading System in 2026, Japan&rsquo;s carbon market is entering a pivotal phase.
In this episode of the ESG Currents podcast, Yuki Mori, General Manager of the Japan Exchange Group&rsquo;s Carbon Credit Market, joins Bloomberg Intelligence ESG Strategist Yasutake Homma to explore the evolving role of JPX&rsquo;s carbon credit market and what lies ahead. As carbon credit prices rise and global attention intensifies, the conversation also examines growing interest from international investors and the implications for Japan&rsquo;s expanding carbon ecosystem.

Critical Evolution of Japan's Carbon Credit Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cdb1515a-5cad-499d-aa94-b43b00290ee1/transcript

Burnt Island Ventures on Investing in Water

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