Sustainability: From Narrative to Fundamentals
Laura Nishikawa, Head of Emerging Risks R&D at MSCI sits down with Jenn-Hui Tan, Chief Sustainability Officer at Fidelity International, to discuss the next phase of sustainable investing. As the public narrative grows noisier and more politicized, they look past the headlines to the economic fundamentals shaping the transition and portfolio management.
The conversation explores where momentum in the energy transition is really coming from, why markets continue to struggle with physical climate risk and how investors are adapting to weaker policy signals, shifting governance dynamics and greater uncertainty in capital markets.
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Perspectives Podcast
From equities and fixed income, sustainability and climate change to private assets, such as commercial real estate, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Sustainability and Climate in Focus: Trends to Watch for 2026
As governments pivot toward security and technology, markets are increasingly defining the sustainability agenda. We explore how capital, data and risk are driving the next phase of the transition.
Investment Trends in Focus: Key Themes for 2026
Markets are moving faster than ever. Explore the research revealing and analyzing the key forces that will shape markets in 2026 — and what these forces could mean for investors.
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