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ESG Insider is a podcast from S&P Global that takes you inside the environmental, social & governance issues shaping the business world today. In each episode, co-hosts Lindsey Hall and Esther Whieldon interview ESG experts, leveraging S&P Global data to shine a light on the sustainability opportunities and risks that business leaders and investors need to know about. Lindsey Hall is head of ESG Thought Leadership at S&P Global Sutainable1 and Esther Whieldon is a Senior Writer on the team.
 
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S&P Global Ratings Podcast. Tune in for S&P Global Ratings analysts' opinions on trends and events that affect the global markets and your investment decisions. Download the S&P Global Ratings’ Podcast to any portable audio device or your desktop. Make the most of your time and stay on top of important business developments around the world. Listen in! Our CreditMatters videos and podcasts provide an easy and informative way to keep up with S&P Global Ratings’ global perspective on important ...
 
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show series
 
In 2021, the world saw many major climate-related disasters ranging from wildfires, to flooding and hurricanes. The U.S. National Oceanic and Atmospheric Administration, or NOAA, recently released its annual climate trends report, providing an important snapshot of the physical risks from climate change in the U.S. The report also puts a price tag …
 
We're joined by credit analysts Antonio Farina and Marta Escutia to discuss sustainable covered bond market, which has been expanding over the last couple of years. Overall, we view the lack of supply, rather than demand, is constraining further growth in sustainable issuance. We discuss in detail the different factors contributing to this lack of …
 
In the first Capital Markets View of 2022, Taron and Chris recap a record year and make some predictions for the coming year. Loan issuance beat many 2007 records globally, and the issuance mix was strong with a high percentage of M&A-driven deals. The pipeline continues to look strong in the near-term, including some large transactions. They also …
 
The EU proposed a carbon border adjustment mechanism in 2021 as part of a broad climate package designed to reduce carbon emissions by 55% from 1990 levels by 2030. This mechanism — widely known as ‘CBAM' — would put a tariff on imports of carbon-intensive goods. The proposed regulation aims to prevent EU-based companies from moving production to o…
 
To welcome the New Year, we hear from experts across the ESG world about what sustainability trends they are watching in 2022. Our guests in this episode of ESG Insider include Curtis Ravenel, who is Secretariat for the Task Force on Climate-related Financial Disclosures and senior adviser to former Bank of England Governor Mark Carney. We also tal…
 
In this year’s final episode of ESG Insider, we talk with David Blood about two big sustainability issues impacting the financial sector as we head into 2022: Plugging the climate financing gap, and aligning investment portfolios with Paris Agreement goals. David is a senior partner at Generation Investment Management, the sustainable investment fi…
 
Host Tom Schopflocher discusses the economic factors supporting the U.S. housing market and what could happen to the record high pace of home price appreciation should they change course. Based on these factors, we carried out a statistical study to determine the likelihood of a sudden correction in home prices. We also ran a scenario analysis to u…
 
In this episode of The Upgrade podcast we discuss research into dilution of First-Lien credit quality from weakening debt structures and loan terms, as well as takeaways from the recent OPAL conference - one of the first in-person CLO conferences since March 2020.Daniel Hu,Robert Schulz,Steve H Wilkinson,Ramki Muthukrishnan
 
'Net zero’ was a buzzword in the sustainability world in 2021, but big questions remain about what this term really means. In this episode of ESG Insider, we'll hear how the Science Based Targets initiative, or SBTi, is defining net zero in its newly released corporate standard. And to understand the challenges the financial sector faces in definin…
 
In this final episode of 2021, Corinne Bendersky, Michael Ferguson, and Michael Wilkins review key environmental, social, and governance themes of the year. Their conversation covers climate activism and litigation, nature-based solutions, the sustainable finance market boom, transparency and disclosure rules, the labor market, and supply chain iss…
 
Joe Cass hosted CEO of Grayscale Investments, Michael Sonnenshein and Senior Research Fellow at S&P Global Ratings Chuck Mounts on the latest episode of Fixed Income in 15. Discussion focused on the emerging cryptocurrency markets, institutional investor involvement in the space and debate on how blockchain could fit into traditional finance struct…
 
In the Christmas edition of Capital Markets View, Taron and Chris discuss the triple record setting year we’ve had, including highest total leveraged loan issuance – and M&A-related loan issuance – since 2007, and highest CLO issuance both pre- and post-2008 crisis, plus a prediction for 2022. Please note that the activities of LCD are independent …
 
In the Christmas edition of Root & Branch Nina and Chris discuss the progress the market has made in the last twelve months towards meaningful KPIs in all types of debt deals, and look forward to what might happen next year. Please note that the activities of LCD are independent and separate from S&P Global Ratings. S&P Global Ratings maintains a s…
 
In this final episode of our miniseries on emerging technologies that can help companies achieve net zero emissions by mid-century, we're examining two cutting-edge projects for the agricultural, mining and road construction industries. In this episode of ESG Insider, we explore how scientists in California are using a new technology called enhance…
 
Credit analyst Doug Paterson joins us this week to discuss the rise of electric vehicles (EVs) in European auto ABS transactions as the transition to EVs from internal combustion ones is expected to accelerate. We discuss some of the drivers behind the transition, price depreciation of EVs and how it affects our analysis of auto ABS deals, and our …
 
What do Glenfiddich whisky, yoga pants and a trash-burning waste-to-heat plant in Europe have in common? They’re all part of efforts to use emerging technologies to tackle climate change. As companies and countries around the world pursue net zero targets, one big question is: How do you ensure the carbon removal technologies we will need 20 to 30 …
 
Director Jay Srivats joins our host Tom Schopflocher this week to give an update on the U.S. timeshare securitization sector. We discuss the consolidation trends in the sector this year and their impact on issuance volume, the adjustments to our base-case default assumptions in our rating analysis in response to the pandemic, and the sector's overa…
 
Trends in residual values for used electric vehicles (EVs) in Europe are still difficult to determine, even as the sale of new units accelerates. "What's It Worth? The Rise Of Electric Vehicles In European Auto ABS" looks at recent sales numbers in five European markets for both used and new vehicles, and highlights the difficulties in forecasting …
 
Can a global array of CO2-sucking machines save us from the worst ravages of climate change? This episode is the first in an ESG Insider miniseries about new carbon-removal technology. This week we examine a method called Direct Air Capture, or DAC Right now, DAC is expensive and only at the nascent stages of development. But there’s growing suppor…
 
This month Nina and Chris discuss the high primary activity in the sustainable linked market, the biggest European sustainable linked deal in Europe since the summer, a new large US deal, and the first European Article 8 linked CLO. Please note that the activities of LCD are independent and separate from S&P Global Ratings. S&P Global Ratings maint…
 
Sector Lead Casper Andersen and analyst Natalie Swiderek join us this week to give an overview of the 2021 German, Swedish, and Danish covered bond markets, the three largest in Europe. We explore some of the differences between the regional markets and deep dive into the current trends in each market. Related Articles: “Swedish Covered Bond Market…
 
In this end of autumn episode of Capital Markets View Taron and Chris discuss the reason why loan pricing is going up, despite high CLO issuance, as well as a look across the market. Please note that the activities of LCD are independent and separate from S&P Global Ratings. S&P Global Ratings maintains a separation of analytical and commercial act…
 
Protecting biodiversity and adopting nature-based solutions: Both play a critical role in addressing climate change and therefore cannot be ignored. This is a key theme we heard repeated at COP26, the U.N.’s big climate conference that took place in Glasgow over the first two weeks of November. In this episode of ESG Insider, we explore the emergin…
 
Credit analyst Irina Penkina joins us to discuss the possible impact LIBOR replacement could have on our U.K. RMBS ratings. We deep dive into different types of scenario analysis we developed to look at the patterns in the upcoming LIBOR transition and the resulting amended terms that could trigger a negative rating action on U.K. RMBS transactions…
 
Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global’s new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was …
 
There have been a lot of headlines coming out of COP26, the big United Nations climate conference that took place in Glasgow the first two weeks of November. In this episode of ESG Insider, we bring you inside the event through interviews with COP attendees. We hear about the mood on the ground: chaotic, but with an overriding sense of optimism tha…
 
RMBS Sector Lead Jeremy Schneider joins us this week to discuss how U.S. home prices have made significant gains recently, leading to a shift in the U.S. housing market's to being overvalued. We further discuss how the overvaluation has led us to update the home value assessments we use when evaluating mortgage pools backing certain RMBS. Related A…
 
In this special episode, Mike Wilkins takes to the floor of COP26 in Glasgow with Andrew W. Mitchell, the Vice Chair of the Taskforce on Nature-related Financial Disclosures (TNFD) Stewardship Council to discuss the issue of tackling global deforestation, a major issue in the fight against climate change. Many solutions are needed but a global adop…
 
The 26th U.N. Climate Change Conference, known as COP26, is well underway in Glasgow. A big theme during the first week of the conference was the financial sector’s role in addressing climate change. In this episode of the ESG Insider podcast, we talk to Samu Slotte, global head of sustainable finance at Danske Bank, Denmark’s largest bank by asset…
 
The 2021 proxy season brought a new level of shareholder support for key ESG-related themes ranging from climate change to diversity disclosures. In this episode of ESG Insider, we talk to Sustainable Investments Institute founding executive director Heidi Welsh. “We've entered a whole new era” of shareholder support for ESG issues, Heidi tells us.…
 
At COP26 in Glasgow in the first two weeks of November, government officials from around the world will gather to discuss plans for achieving the Paris agreement on climate change. A key issue on the table is Article 6, which involves international cooperation through carbon markets. In this episode of ESG Insider, we talk with Kelley Kizzier, who …
 
In this episode of the ESG Insider podcast, we talk to Jessica Alsford, Head of Global Sustainability Research at Morgan Stanley. In the run-up to COP26, the big United Nations climate conference taking place in Glasgow in November 2021, there has been a lot of discussion in the sustainability world about the path to net zero and the role the finan…
 
The coronavirus pandemic and a growing awareness of social risks have thrust the ‘S’ in ESG into sharper focus for many sustainability-minded companies and investors. Issuance of social bonds — debt instruments that raise money for things like affordable housing, health and education — surged nine-fold to $165 billion dollars in 2020 from the previ…
 
Over the past year and a half, we’ve seen companies, investors and regulators put a growing emphasis on the ‘S’ in ESG. But there is still a common refrain in the ESG world that social issues are nebulous or difficult to measure. In this episode of ESG Insider, we hear how one of the largest financial institutions in the U.S. is tackling the ‘S’ an…
 
In this special New York Climate Week episode of the ESG Insider podcast, we explore how the built environment – new building construction plus existing offices, apartment blocks, airports and other structures – is responsible for nearly 40% of all global carbon dioxide emissions, and what it will take to decarbonize this vast sector. In the episod…
 
When we talk about the technologies the world will need to tackle climate change, low-carbon hydrogen is increasingly part of the discussion. Two recent studies raise some big questions about whether some of these hydrogen technologies are as climate-friendly as proponents claim. In this episode of ESG Insider, we look at the research and developme…
 
There’s a massive gap between the amount of investment needed to make the climate transition happen and what is occurring today. In this episode of ESG Insider, we explore the role that green banks can play in plugging that funding gap. Green banks can differ in scope and approach but are generally created to leverage government funds to mobilize p…
 
In early August, the U.S. Securities and Exchange Commission approved a proposal by Nasdaq to require companies listed on the New York-based exchange to disclose certain board diversity information. In this episode of ESG Insider, we explore what the rule means in practice for companies and investors. We hear from Matt Patsky, the CEO of Trillium A…
 
A sobering new report from the U.N.’s Intergovernmental Panel on Climate Change tells corporations and governments in no uncertain terms: Act with urgency to lower emissions and adapt to the impacts of climate change at a more rapid pace and bigger scale. In this episode of ESG Insider, we look at the implications of the IPCC report for investors a…
 
Several countries will soon make it mandatory for large companies and asset managers to calculate and publicly report their climate-related risks. It’s a complex accounting challenge and many businesses aren't fully prepared. The governments of the U.K., New Zealand, Hong Kong and Switzerland, as well as the G7 group of nations, are among those bac…
 
If you’ve been following sustainability headlines over the past few years, chances are you’ve heard about the EU’s green taxonomy — essentially, a dictionary that defines how sustainable a business or sector is. It assesses more than 100 economic activities and is designed to steer companies as they adapt their business strategies to climate change…
 
Wall Street’s top regulator, the U.S. Securities and Exchange Commission, is in the early stages of creating a number of new ESG-related disclosure rules, including on the issue of human capital management. Human capital management refers to the way that companies manage their workforce. It includes things like a company’s approach to hiring, recru…
 
In mid-July 2021, the heaviest rainfall in a century triggered intense flash floods and inundated several towns in Germany, the Netherlands and Belgium, causing at least 188 deaths. The floods in Europe are a reminder that although emerging markets are likely to be hit hardest by a temperature rise, richer countries in the northern hemisphere are f…
 
The EU is working to reform its Non-Financial Reporting Directive, regulation introduced in 2014 requiring large companies to report on environmental and social issues, such as the impact of climate change on their business and the diversity of its board. The proposed new rules, called the Corporate Sustainability Reporting Directive (CSRD), would …
 
The EU has proposed a European Green Bond Standard as part of its strategy to drive investment into sustainable finance and achieve net zero carbon emissions by 2050. The new rules will also aim to protect investors from greenwashing, which is when an investment is made to sound greener than it is. Although they represent a tiny fraction of the ove…
 
The world’s biodiversity is in peril and its loss poses big financial risks to businesses and the global economy. More than half of the world's economic output — or about $44 trillion — is moderately or highly dependent on nature, according to the World Economic Forum. Moreover, the collapse of biodiverse ecosystems could hurt global GDP by $2.7 tr…
 
More than 50 years ago, explorer Jacques Cousteau introduced millions of viewers to the marvels of the undersea world. In 2021, the ESG world is increasingly focused on biodiversity, and the oceans are a big part of that picture. Goods and services from the world's oceans and coasts are worth at least $2.5 trillion annually, while the overall value…
 
Investors are increasingly calling on companies to reflect climate-related risks in their financial results. In September 2020, global investor groups representing more than $103 trillion wrote an open letter asking companies and their auditors to include climate-related risks in financial reporting. Accounting standard setters and international au…
 
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