Modern portfolio theory tells us that company-specific risks can be reduced through the magic of diversification. But what about market-wide risks, like climate change and income inequality? On this week’s episode of the ESG Currents podcast, BI Senior ESG Analyst Rob Du Boff speaks with Jon Lukomnik, managing partner of Sinclair Capital and a pioneer in corporate governance. They discuss how shareholders can use ESG analysis and corporate engagement to minimize systematic risks that threaten all investments. This episode was recorded on July 31.

Modern portfolio theory tells us that company-specific risks can be reduced through the magic of diversification. But what about market-wide risks, like climate change and income inequality? On this week&rsquo;s episode of the ESG Currents podcast, BI Senior ESG Analyst Rob Du Boff speaks with Jon Lukomnik, managing partner of Sinclair Capital and a pioneer in corporate governance. They discuss how shareholders can use ESG analysis and corporate engagement to minimize systematic risks that threaten all investments. This episode was recorded on July 31.

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

Why ESG Engagement Matters to Portfolio Management

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ceacf9eb-144f-4f3d-b798-b34d00d9058a/transcript

From technology to food, global supply chains depend on Asia, making climate risks there relevant to investors everywhere. In this episode of ESG Currents, Bloomberg Intelligence sustainable-finance analysts Grace Osborne and Conrad Tan speak with Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, about why sustainability in Asia is more than a compliance exercise. From China’s industrial transition and clean-technology leadership to Japan’s governance reforms, they discuss why understanding the region’s diverse investment drivers is essential for building resilience, capturing opportunity and generating alpha.

From technology to food, global supply chains depend on Asia, making climate risks there relevant to investors everywhere. In this episode of ESG Currents, Bloomberg Intelligence sustainable-finance analysts Grace Osborne and Conrad Tan speak with Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, about why sustainability in Asia is more than a compliance exercise. From China&rsquo;s industrial transition and clean-technology leadership to Japan&rsquo;s governance reforms, they discuss why understanding the region&rsquo;s diverse investment drivers is essential for building resilience, capturing opportunity and generating alpha.

Impax Asset on Why Asia’s Climate Risks Matter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c764544-5ee2-4842-b8fa-b47a00946c78/transcript

Green-bond rules are spreading across governments, but fragmentation may emerge as a hurdle for sustainable finance. Different legal frameworks across jurisdictions are raising questions about how issuers and investors can move capital across borders without added complexity. On this week’s ESG Currents, Aldo Romani, head of sustainable finance, and Tomomitsu Maruta, sustainable finance officer, both in the Finance Directorate at the European Investment Bank, join Bloomberg Intelligence’s Chris Ratti to discuss how the Green Bond Principles and European Green Bond Standard have helped sustainable-debt markets evolve by improving clarity around labeled-bond structuring. Recorded June 18.

Green-bond rules are spreading across governments, but fragmentation may emerge as a hurdle for sustainable finance. Different legal frameworks across jurisdictions are raising questions about how issuers and investors can move capital across borders without added complexity. On this week&rsquo;s ESG Currents, Aldo Romani, head of sustainable finance, and Tomomitsu Maruta, sustainable finance officer, both in the Finance Directorate at the European Investment Bank, join Bloomberg Intelligence&rsquo;s Chris Ratti to discuss how the Green Bond Principles and European Green Bond Standard have helped sustainable-debt markets evolve by improving clarity around labeled-bond structuring. Recorded June 18.

Standards Uniting Global Sustainable Finance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41f19055-7f28-4d4f-8684-b47300cbae2e/transcript

As climate change intensifies, physical risks to property are mounting. On this episode of ESG Currents, Bloomberg Intelligence sustainable-finance senior analysts Gail Glazerman and Andy Stevenson speak with Daryl Fairweather, chief economist of Redfin, about how homebuyers are responding to physical risks, the challenges for home affordability — especially insurance costs — and how markets are adapting, including signs of climate migration.

As climate change intensifies, physical risks to property are mounting. On this episode of ESG Currents, Bloomberg Intelligence sustainable-finance senior analysts Gail Glazerman and Andy Stevenson speak with Daryl Fairweather, chief economist of Redfin, about how homebuyers are responding to physical risks, the challenges for home affordability &mdash; especially insurance costs &mdash; and how markets are adapting, including signs of climate migration.

How Climate Data Helps Homeowners Assess Costs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ef110388-a06b-4cdc-b41b-b46c00cd7f98/transcript

Why ESG Engagement Matters to Portfolio Management

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