As ESG debates evolve and financial materiality moves to the forefront, the issues shaping company performance are becoming clearer — and more consequential. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by the analysts who hosted the show throughout the year to break down the ESG forces most likely to influence markets in 2026. Grace Osborne, Rob Du Boff, Melanie Rua, Andy Stevenson, Gail Glazerman, Yasutake Homma, Chris Ratti, Conrad Tan and Shaheen Contractor discuss sustainable debt in emerging markets, shareholder activism, water scarcity, climate damages, the ESG implications of AI, carbon removal, sustainable funds and more.

The episode was recorded on Dec. 9.

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