A Sustainable Future
A Sustainable Future is a podcast from Man Group that explores what can be done to build a more sustainable world. Each episode features a thought leader in conversation with Jason Mitchell, Co-Head of Responsible Investment at Man Group. They discuss the origin, evolution, and current relevance of different sustainability topics. The series covers environmental, social, and governance issues relevant to investors and society.
Episodes
Professor Philip Stier, University of Oxford Intelligent Earth Program, on the Frontier of AI and Climate Science
How will AI change the way we understand climate risk? Listen to Jason Mitchell discuss with Professor Philip Stier, University of Oxford and Director of the Intelligent Earth Centre, about what AI could transform in climate modelling; where it can genuinely extend what physics and earth observations currently tell us; and, ultimately, how better climate information can lead to better decisions an
Professor Alex Edmans, London Business School, on the Madness of Markets… and Sustainable Investing
Why do smart investors make crazy decisions? Listen to Jason Mitchell discuss with Professor Alex Edmans, London Business School, about what markets are really pricing; why they get it wrong in systematic and predictable ways; and how we can become better investors, better thinkers, and maybe even better stewards of the future.
Professor Mia Bennett, University of Washington, on the Geo-Economic Future of the Arctic
Who owns the future of the Arctic, and why? Professor Mia Bennett, University of Washington, talks about why Arctic exceptionalism has been blown out of the water; the dangers of "empty frontier" thinking; and how policymakers, businesses and Arctic communities can realistically reshape governance and development to avoid deepening the crisis.
James Talbot, Bank of England, on Climate Shocks and Monetary Policy
How are central banks addressing climate risk? James Talbot, Bank of England, explains how it's impacting inflation, asset prices, and insurance today, and how the Bank is responding through monetary policy, regulation, and financial stability to ensure resilience during the climate transition.
Cecilia Tam, IEA Head of Energy Investment Unit, on the IEA’s 2026 World Energy Investment Report
How is the Iran conflict redrawing the energy map? Listen to Jason Mitchell discuss with Cecilia Tam, IEA Head of Energy Investment Unit, about why energy security has become one of the most powerful drivers of the clean energy transition; how electrification, grids, nuclear, emerging-market investment, and AI-driven power demand are reshaping the global energy system, and what it’ll take to conve
Professor Nicola Ranger, London School of Economics, on Climate Adaptation Blind Spots
Climate adaptation has moved to the mainstream, but are financial systems evolving fast enough to treat resilience as key to stability? Professor Nicola Ranger, London School of Economics, explains why markets struggle to price climate risk, how investment horizons misalign with exposure, and how to close adaptation blind spots.
Simon Hallett, Cambridge Associates Head of Climate Strategy, on Why Climate Risk is Bigger Than Any Single Portfolio
What if climate change isn’t an alpha problem but a beta problem? Listen to Jason Mitchell discuss with Simon Hallett, Cambridge Associates Head of Climate Strategy,; what investors, consultants, and asset owners can do to move beyond performative alignment toward capital allocation that actually accelerates the transition, and how investors should course correct without losing momentum or giving
Andrew McDowell, EIB Global Director General, on the New Geopolitics of Climate, Capital and European Development Finance
What are the key drivers reshaping the development finance landscape Listen to Jason Mitchell discuss with Andrew McDowell, EIB Global Director General, the forces that are reshaping European development finance at a moment of geopolitical and climate-driven upheaval and how EIB Global is redefining its tools to fill gaps that markets and multilateral development banks aren’t addressing.
Sander van Stijn and Colin Tissen of PGGM on Balancing Risk, Return, and Sustainability in Investing
How can investing balance risk, return, and sustainability? PGGM's Sander van Stijn and Colin Tissen discuss moving beyond index tracking to a more intentional approach, sharing how early ideas shaped a formal, scalable framework for sustainable investing.
Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap
How efficient are markets at pricing climate risk? Bob Litterman, Kepos Capital, explores advances in climate risk thinking, evolving market and policy signals, the true cost of climate uncertainty, and why reduced regulation and net zero pullbacks may drive a sharper focus on understanding rather than reporting climate risk.
Dr. Kevin Stiroh, Senior Fellow at Resources for the Future and former Federal Reserve official, on Central Banks and the Supervision of Climate-Related Financial Risk
What role do central banks play in addressing climate change? Dr Kevin Stiroh, former Federal Reserve and now at Resources for the Future, examines how to frame climate change as a systemic financial risk, what’s at stake, and why evolving macroprudential and microprudential frameworks is essential.
Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes
What's at stake in climate modelling? Professor Tapio Schneider, CalTech, discusses how computational science improves understanding of tail risks and extreme events; why small-scale processes are critical for accurate models; and how finance can better integrate climate data into investments.
Heather Zichal, JP Morgan Chase Global Head of Sustainability, on No Sacred Cows in Sustainable Investing
What does the retreat from global climate initiatives mean and how are investors are still driving the energy transition outside of them? Heather Zichal, JPMorgan Chase Global Head of Sustainability, talks about the role of finance in addressing climate change; why an increasing emphasis on climate adaptation makes sense; and how JP Morgan Chase is capacity building in the sustainability space.
Dr. Carolyn Kousky, Environmental Defense Fund, on Insuring Against Climate Risk
Are there climate risks we shouldn’t be insuring anymore? Dr. Carolyn Kousky, Associate Vice President for Economics and Policy, discusses how climate change is reshaping insurance, what’s at stake if insurance markets begin to break down, and who ultimately bears the financial burden when the private market pulls back.
Maurits Dolmans, Senior Counsel with Cleary Gottlieb, on the Climate Prisoner’s Dilemma and Fiduciary Duty
How could recent legal opinions shift state and private sector climate change obligations? Maurits Dolmans, Cleary Gottlieb, discusses how to rethink the obligations of fiduciary duty relative to climate action; why it may be the key to solving the climate prisoner’s dilemma; and what a legal framework for impact could look like.
Prof. Katy Huff, former US DOE Assistant Secretary for Nuclear Energy, on the US Nuclear Renaissance
What could a nuclear renaissance look like? Professor Katy Huff, former Assistant Secretary for Nuclear Energy, discusses how to frame nuclear energy in a net zero context where nuclear fits into the US energy mix over the next several decades and why US nuclear innovation today is different from the false starts of the past.
Daan Spaargaren, PME Senior Strategist for Responsible Investment, with a Warning for Asset Managers
How are asset owners emerging to drive the sustainable finance agenda? Listen to Jason Mitchell discuss with Daan Spaargaren, PME Senior Strategist for Responsible Investment, about how PME is evolving its investment approach to include more active, sustainability-driven strategies; what that means functionally in the asset allocation process; and why it’s great to see asset owners like PME take o
Alex Grant, Equinor – UK Country Manager, on the Trade-offs of Net Zero
What trade-offs will we need to make to achieve net zero? Listen to
Jason Mitchell discuss with Alex Grant, Equinor UK Country Manager, about the state of the energy transition, the trade-offs that we are increasingly facing between security of supply, affordability and decarbonisation; and emerging energy technologies.
Prof. Sir Dieter Helm, University of Oxford, on the Real Costs of Climate Action
How economically grounded is the UK’s net zero commitment? Listen to Jason Mitchell discuss with Professor Sir Dieter Helm, University of Oxford, about what new forces and factors are reshaping net zero ambitions; how the UK should think about optimal climate policy; and why a realist approach is critical for navigating the political economy factors of climate action.
Prof. Saleem Ali, University of Delaware, on the Global Scramble for Rare Earths and Critical Minerals
How have politics and geoeconomics turned rare earths and critical minerals into pressure points in the expanding global trade conflict? Listen to Jason Mitchell discuss with Professor Saleem Ali, University of Delaware, about what the energy transition means in the context of environmental security; how multilateral initiatives and increasingly national efforts are working to reshape supply and d
Professor Benjamin Horton, Director of the Earth Observatory of Singapore, on the Criticality of US Climate Data
What happens if access to US climate data becomes more limited? Listen to Jason Mitchell discuss with Professor Benjamin Horton, Director of the Earth Observatory of Singapore, about what the political changes in the US could mean for the international scientific community; how that impact translates into access and availability of critical climate datasets; and why some climate scientists are alr
Dan Mikulskis, People’s Partnership CIO, on Reallocating Towards Sustainability
How are asset owners reallocating towards sustainability? Listen to Jason Mitchell discuss with Dan Mikulskis, People’s Partnership CIO, about how the People’s Partnership is doing to evolve its investment strategy; what that means functionally for in a responsible investment context; and why asset owners like People’s Partnership are taking on a bigger leadership role in sustainable finance.
Hortense Bioy, Morningstar Head of Research, on Sustainable Investing Under Trump 2.0
What
does 2025 hold for sustainable investing? Jason Mitchell talks to Hortense Bioy,
Morningstar Head of Research, about how sustainable investing has reshaped
asset flows over the last several years; what the suspension of the net zero
initiatives could mean for investors; and why sustainable investing can survive
Trump 2.0.
Prof. Tom Gosling, London School of Economics, on Whether Investors Reset, Recalibrate, or Retreat from Net Zero
Will investors reset, recalibrate, or retreat from net zero in 2025? Listen to Jason
Mitchell discuss with Professor Tom Gosling, London School of Economics, about how
to think about the exits among climate initiatives; what the future of net zero
commitments could look like; and why, investors—despite their limitations in
driving climate outcomes—are still able to have a material effect on climat
Prof. Andrew King, Boston University, on the Replication Crisis in Sustainable Investing
Is sustainable investing facing its own replication crisis? Listen to Jason Mitchell discuss with Professor Andrew King, Boston University, about what the replication crisis represents for sustainable finance; how to think about the incentive problems impacting academic research; and why academic journals and the academic-practitioner community need to be more open to the replication and challenge
Prof. Stefanie Deluca, Johns Hopkins University, on Neighbourhoods and Child Social Mobility
How do neighbourhoods shape economic opportunities for children? Listen to Jason Mitchell discuss with Professor Stefanie Deluca, Johns Hopkins University, about why neighbourhoods matter for creating social mobility; some of the outcomes and challenges in her recent paper, “Creating Moves to Opportunity”; and what it takes to create more high-opportunity zones, so families don’t have to continual
Paul Bodnar, Bezos Earth Fund, on Climate, Nature, and Catalytic Capital
What’s at stake for climate and nature in the current political
environment? Listen to Jason Mitchell discuss with Paul Bodnar, Bezos Earth
Fund, about the vital role of philanthropic capital; the mission of the Bezos
Earth Fund; and how its thinks about funding efforts across mitigation and
adaptation as well as the Global North and Global South.
Note: This episode was recorded prior to the rec
NOAA Chief Scientist Dr. Sarah Kapnick on Pricing Climate Disaster Risk
What grade does the finance industry deserve in terms of pricing climate risk? Listen to Jason Mitchell discuss with National Oceanic and Atmospheric Administration (NOAA) Chief Scientist Dr. Sarah Kapnick, about the scope of NOAA’s mission; NOAA’s billion-dollar Weather and Climate Disasters dataset and what it means for weather attribution; and why NOAA itself represents a remarkable value to th
SEC Commissioner Hester Peirce on Green Regs and Spam
Is ESG a “hopeless muddle”? Listen to Jason Mitchell discuss with SEC Commissioner Hester Peirce, about free markets and free minds; climate and ESG disclosures; the implications of Loper Bright on the Chevron Doctrine and agency authority; and the merits of financial innovation in crypto versus ESG.
Commissioner Hester Peirce was appointed by President Donald Trump to the U.S. Securities and Exc
Prof. Dan Ariely, Duke University, on Investing in Human Capital
Can human capital drive portfolio returns? Listen to Jason Mitchell discuss with Professor Dan Ariely, Duke University, about what a human capital factor looks like; how incentives and the basic idea of “feeling valued “are fundamental drivers behind employee motivation; and why human capital can represent an overlooked source of alpha.
Dan Ariely is the James B. Duke Professor of psychology and
Assaad Razzouk, Gurīn Energy CEO, on Why the World Needs Angry Clean Energy People
What’s the role of an influencer in the effort to address climate change?
Listen to Jason Mitchell discuss with Assaad Razzouk, CEO of Gurīn Energy, about
what’s at stake in the fight for climate action, how to think about the energy
transition in the context of this year’s global electoral cycle, and, of
course, why we need more angry clean energy people.
Jigar Shah, DOE Loan Programs Office Director, as the US Department of Energy’s $215 billion Man
How is the Loan Programs Office providing unprecedented amounts of capital for clean energy innovations? Listen to Jason Mitchell discuss with Jigar Shah, US Department of Energy Loan Programs Office Director, his $215 billion mandate in commercialising clean energy innovations, how these technologies align with US energy security goals and climate commitments, and what the multiplier effect of LP
David Morgan, easyJet COO, on Aviation’s Sustainability Revolution
What does it mean to be an innovator and early adopter in
sustainable aviation? Listen to Jason Mitchell discuss with David Morgan, easyJet
COO, about how aviation is undergoing its own energy transition; the factors
driving easyJet’s decarbonisation ambitions; and why it’s vital that airlines
like easyJet keep pushing the envelope on technological innovation.
Prof. Adam Sobel, Columbia University, on the Social Responsibility of Climate Scientists
Where are the tensions in the climate science community driving research and real-world policy impact? Listen to Jason Mitchell discuss with Professor Adam Sobel, Columbia University, about what the tropics and wet bulb temperature mean in the context of climate change; how to think about the trade-offs between the applied and theoretical sides of science; and why we need to rethink the social res
Henry Foy, FT Brussels Bureau Chief, on Defence, Sustainability, and the EU Elections
What will the upcoming EU elections mean for sustainable investors? Listen to Jason Mitchell discuss with Henry Foy, the FT's Brussels Bureau Chief, about June’s EU elections, why the policy agenda will likely pivot towards defence an away from the Green Deal, and how EU policymakers may try to reframe defence and security for sustainable investors.
Henry Foy is the FT's Brussels Bureau Chief, le
Prof. Alex Edmans, London Business School, on Why Sustainable Investing “May Contain Lies”
How prevalent are psychological biases like confirmation bias and black-and-white in your thinking? Listen to Jason Mitchell discuss with Professor Alex Edmans, London Business School, about why misinformation is a problem that affects us all; how we can counter it through more critical, rigorous analysis; and what it means for the world of sustainable investing.
Alex Edmans is Professor of Finan
Lisa Braune, Neustark, on Why Not All Carbon Dioxide Removal Technologies are Created Equal
Why is the world’s largest single waste stream—demolition concrete—one of the secrets to carbon dioxide removal? Listen to Jason Mitchell discuss with Neustark Head of Carbon Dioxide Removal, Lisa Braune, about what the world’s largest waste stream—demolition concrete—means as a carbon sink; how the private sector and governments are working to support and embed CDR technologies; and why CDR certi
Dr. Tom Gosling, London Business School, on Whether Investors Can Save the Planet
To what degree can investors control climate outcomes? Listen to Jason Mitchell discuss with Dr. Tom Gosling, London Business School, why investors may need to rethink their net zero commitments; what universal ownership theory represents in the context of climate change; and how engagement at different levels plays a fundamental role in terms of investor influence.
Read the full paper here: Unive
Prof. Madison Condon, Boston University School of Law, on the Climate Industrial Complex
To what degree can investors control climate outcomes? Listen to Jason Mitchell discuss with Professor Madison Condon, Boston University School of Law, about what universal ownership theory represents in the context of climate change and how this has recently changed. In addition, this far-reaching conversation highlights how private sector ownership of climate models has created a ‘climate intell
Prof. Simon Levin, Princeton University, on Ecological Early Warning Systems
Why is a multi-disciplinary approach key to addressing biodiversity loss? Listen to Jason Mitchell discuss with Professor Simon Levin, Princeton University, about what’s at stake in the effort to preserve biodiversity loss; how his work has expanded into the sociological, political economy and policy space; and why a common language — a grammar for economic reasoning — is vital for bringing togeth
Sara Woodroffe, UK Financial Conduct Authority, on the FCA’s Sustainability Disclosure Requirements Framework
How is the FCA’s SDR framework a powerful example of second mover
advantage? Listen to Jason Mitchell discuss with Sara Woodroffe, Manager of the
FCA’s ESG Policy & Advisory Team, about what the FCA’s new SDR framework
means for investors, how it aims to provide anti-greenwashing protections per
its mandate of consumer protection, and why a sustainable finance investment
labelling regime could wel
Chris Stark, Climate Change Committee CEO, on Reassessing UK Global Climate Leadership
What is the outlook for UK climate policy in 2024? Listen to Jason
Mitchell discuss with Chris Stark, CEO of the Climate Change Committee, about
how the implications of COP28 could reshape the UK’s global climate leadership;
what the Climate Change Committee is doing to advise the UK government on its
climate action and adaptation strategy; and why it’s vital we find more
powerful ways to drive th
Andrew Strait, Ada Lovelace Institute, on a Typology of AI Risks
Listen to Jason Mitchell discuss with Andrew Strait, Ada Lovelace Institute, about how to think through the typology of AI harms, what to make of the different national and supranational efforts to regulate AI, and why the development of strong AI governance systems is in everyone’s interest.
Andrew Strait is an Associate Director at the Ada Lovelace Institute where he is responsible for Ada’s wo
Dr. Esther Wandel, German Federal Ministry of Finance, on Driving Transition Finance into the Real Economy
How are national policymakers driving transition finance into the real economy? Listen to Jason Mitchell discuss with Dr. Esther Wandel, German Federal Ministry of Finance, how the German Federal Ministry of Finance is evolving its Sustainable Finance Strategy and what ‘harmonisation’ holds for sustainable regulations and standards.
Dr. Esther Wandel is head of division for Investment Funds and S
Professor Kelly Shue, Yale University School of Management, on Counterproductive Sustainable Investing
When can sustainable investing be counterproductive? Listen to Jason Mitchell discuss with Professor Kelly Shue, Yale University School of Management, why brown firms—not green firms—will drive the greatest emissions savings, how the cost of capital can be a powerful lever for behaviour change, and why it’s vital that sustainable investors move more towards energy transition-type strategies.
Kelly
Professor Anton Korinek, University of Virginia, on AI’s Power to Reshape Labour Productivity and Inequality
In a world of artificially generated content and ideas, where is the comparative advantage for humans? Listen to Jason Mitchell discuss with Professor Anton Korinek, University of Virginia, about how to think through the economic—and specifically labour productivity—implications of generative AI, what AI could potentially mean for the last 40 years of wage inequality, and why it’s critical we reth
Rt. Hon. Chris Skidmore MP, Chair of the UK Net Zero Review, on the UK’s Net Zero Commitment and the Next General Election
What’s at stake in the next general election for UK climate policy? Listen to Jason Mitchell discuss with Rt. Hon. Chris Skidmore MP, former Minister and Chair of the UK Net Zero Review, about why it’s critical that the UK maintain its international climate leadership; what should the UK do about domestic oil and gas production in another energy security crisis; and how the UK can respond to the U
Dr. Mike Kollo, CEO of Evolved Reasoning, on the Fear of Gen AI and What Comes After
Is AI your co-worker or your job replacement? Listen to Jason Mitchell discuss with Dr. Mike Kollo, CEO of Evolved Reasoning, about how to think through the implications of generative AI, what large language models like ChatGPT mean for the workplace, and why our focus needs to shift towards understanding the new areas of growth, industry and expertise that these systems open up.
Margherita Giuzio, European Central Bank, on Europe’s Climate Insurance Protection Gap
Does Europe face a climate protection insurance gap? Listen to Jason Mitchell discuss with Margherita Giuzio, European Central Bank, about what’s at stake from a financial stability and macroeconomic perspective; how the ECB is proposing a ladder of approaches; and why public-private sector solutions like impact underwriting are vital to reducing moral hazard risks.
Margherita is a Team Lead in th
Prof. Tim Lenton, University of Exeter, on Planetary Boundaries, Early Warning Systems and Climate Tipping Points
What does science reveal about a potential collapse of the Earth system? Listen to Jason Mitchell discuss with Professor Tim Lenton, University of Exeter, about what’s at stake when we talk about planetary boundaries, early warning systems and climate tipping points; how the supporting science and empirical evidence have expanded over the last decade; and why GAIA 2.0 represents a powerful framewo
Amy Rose, ClientEarth, Global Director of Strategic Impact Litigation, on How the Courts are Reshaping Climate Action
How are the courts reshaping client action? Listen to Jason Mitchell discuss with Amy Rose, Global Director of Litigation, Governance and Legal Services for ClientEarth, about what strategic impact litigation represents; how constitutional and human rights theories are providing a framework for climate legal action; and why the courts, not policymakers, may well end up reshaping definitions of ESG
General Tom Middendorp, former Chief of Defence for the Netherlands and author of Climate General, on Climate Security
How is climate change redefining security narratives? Listen to Jason Mitchell discuss with General Tom Middendorp, former Chief of Defence for the Netherlands and author of Climate General, about what’s at stake when we talk about climate security; how the defence sector is evolving to address climate risk, from net zero paths to disaster relief missions; and why the military’s level of readiness
Tim Gould, IEA Chief Energy Economist, on Peak Fossil Fuel Demand
After the energy crisis, what comes next? Listen to Jason Mitchell discuss with Tim Gould, IEA Chief Energy Economist, the IEA’s latest World Energy Outlook report, the implications of the energy crisis, and policymakers’ efforts to balance decarbonisation, energy security and price affordability.
Tim Gould is the International Energy Agency’s Chief Energy Economist. He provides strategic advice
Prof. Kim Schumacher, Kyushu University, on Sustainable Finance’s Dunning-Krueger Problem
What makes someone an ESG expert? Listen to Jason Mitchell discuss with Professor Kim Schumacher at Kyushu University, about what competence greenwashing represents; how to capacity plan and build around subject matter expertise in the natural sciences; and why we need to consider an ESG Skills Materiality framework towards this effort.
Professor Kim Schumacher is an Associate Professor in Sustain
Bonus: Vaclav Smil, author of How the World Really Works, on the Reality of the Energy Transition
What does the data say about our net zero ambitions? Listen to Jason Mitchell discuss with Vaclav Smil, academic and author of the New York Times bestseller How the World Really Works, what the energy transition by 2050 realistically means; how energy transitions have evolved historically; and what are the real implications when people talk of a climate ‘earthshot’.
Vaclav Smil
Vaclav is Distingui
Sacha Sadan, FCA Director of ESG, on the Sustainable Disclosure Requirements (SDR) Framework
How is the UK FCA driving the next evolution of sustainability regulation? Listen to Jason Mitchell discuss with Sacha Sadan, FCA Director of ESG, what the FCA’s new SDR framework means for investors; how it aims to provide anti-greenwashing protections; and why we need to work towards greater harmonisation across the multitude of global sustainability standards.
Sacha Sadan
Sacha Sadan is the Dir
Janice Wang, Alvanon CEO, on How Fashion can be Sustainable
Can the fashion industry become truly sustainable? Listen to Jason Mitchell discuss with Janice Wang, Alvanon CEO, what sustainability means in a fashion context, how to adapt to shifting demographics and changing body types, and why efficiencies like 3D and digital technologies are already revolutionising the market.
Janice Wang, CEO
Janice Wang is CEO of Alvanon and Chairwoman of the Board at MO
Quamrul Chowdury, G-77 and Bangladesh Lead Climate Negotiator, on COP27 Expectations
What is COP27 set to accomplish? Listen to Jason Mitchell discuss with Quamrul Chowdury, COP27 Lead Climate Negotiator, about what to expect going into COP27, how G-77 and LDC negotiating positions are taking shape, and what’s at stake for the most climate-vulnerable countries.
Quamrul Chowdury has been a climate negotiator for over thirty years. He serves as a Lead Climate and Sustainable Develop
Prof. Ioannis Ioannou, London Business School, on ESG and the Culture Wars
Is the criticism of ESG well-founded or political posturing? Listen to Jason Mitchell discuss with Professor Ioannis Ioannou, London Business School, about what is at stake in the backlash to ESG, how to think about the factors driving its politicisation, and why we need to work harder towards finding ways to turn down the heat in this increasingly partisan debate.
Prof. Ioannis Ioannou
Ioannis I
Dr Ratna Sahay, IMF Senior Advisor on Gender, on Mainstreaming Gender
How are multilateral institutions like the IMF helping close the gender gap? Listen to Jason Mitchell discuss with Dr. Ratna Sahay, IMF Senior Advisor on Gender, about what’s at stake when we talk about gender disparities, how the IMF’s first Strategy Toward Mainstreaming Gender advances this effort and why it’s vital that we focus on the multiplier effects to drive great, more inclusive economic
Professor Thomas Hale, Oxford University, on How to Fix the Carbon Offset Market
If the carbon offset market is falling short, how do we fix it? Listen to Jason Mitchell discuss with Professor Thomas Hale, Oxford University, about what’s at stake in net zero commitments, how to think about potential policy solutions and why it’s vital that we work towards a more robust regulatory system to oversee carbon offsets markets.
Find the full transcript of this episode and the latest
Keith Guthrie, Deputy CIO, Cardano, on the Role of Short Selling in Sustainable Investing
What’s at stake for hedge funds in the path to net zero? Jason Mitchell talks to Keith Guthrie, Deputy Chief Investment Officer at Cardano, about the role of short selling in sustainable investing, how to incorporate hedge funds and derivatives into net zero strategies, and why it’s vital we distinguish economic risk materiality from real world impact.
Keith Guthrie is the Deputy Chief Investment
Prof. Mark J. Roe, Harvard Law School, on Why Stock Market Short-Termism Is Not the Problem
Is market-driven short termism a convenient scapegoat? Jason Mitchell talks to Professor Mark J. Roe, Harvard Law School, about why short-termism may not be the problem it’s purported to be, how the narrative around short-termism has evolved over the past 30 years, and the potential policy solutions.
Biography
Mark J. Roe is a professor at Harvard Law School, where he teaches corporate law and cor
Rob West, Thunder Said Energy, on What the Russia-Ukraine Conflict Means for the Energy Transition
Will the energy transition — now complicated by the drive to diversify energy sources away from Russia — lead to a full-blown energy crisis? Listen to Jason Mitchell talk to Rob West, CEO of Thunder Said Energy, about what’s at stake for the energy complex as we begin this diversification, the first and second order impacts of the conflict, and the trade-offs that we may face between energy securi
Alain Deckers, European Commission DG-FISMA, on Regulating the Transition to a Sustainable Economy
How does sustainable finance regulation represent a sea change for investors? Listen to Jason Mitchell talk to Alain Deckers, European Commission Directorate-General for Financial Stability, Financial Services and Capital Markets Union (DG FISMA), about greenwashing, enforcement, materiality, regulatory harmonisation and how the European Commission’s Sustainable Finance Strategy is bringing transp
Dr. Eleni Myrivili, Chief Heat Officer for Athens, Greece, on the Silent Killer of Extreme Heat
Why is extreme heat the “silent killer” in climate change? Listen to Jason Mitchell discuss with Dr. Eleni Myrivili, Chief Heat Officer for the city of Athens, Greece, about what the impact of heat stress means; how cities around the world are addressing it from a policy perspective and why it’s likely we’ll see more of these positions and more intervention going forward.
Dr. Eleni Myrivili is the
Heike Reichelt, World Bank Treasury, on the Power of Capital Markets and Multilateral Impact
How are multilateral development banks leaning into sustainable finance? Listen to Jason Mitchell discuss with Heike Reichelt, Head of Investor Relations and Sustainable Finance at the World Bank Treasury, about what the World Bank is doing to drive socio-environmental impact; how multilateral development banks are reshaping their climate-related investments post-COP 26; and why it’s vital that pr
Alex Grant, Equinor, on the Energy Trilemma
Is this latest energy shock a one-off event or a harbinger of more energy crises to come? Listen to Jason Mitchell discuss with Alex Grant, Equinor’s Senior Vice President of Business Development and UK Country Manager, the energy transition; the trade-offs that we may face between security of supply, price volatility and affordability; and the emerging energy technologies like blue and green hydr
Leonardo Martinez-Diaz, Senior Director for Climate Finance to US Special Presidential Envoy for Climate John Kerry
How is climate finance reshaping COP negotiations? Listen to Jason Mitchell discuss with Leonardo Martinez-Diaz, Senior Director for Climate Finance to US Special Presidential Envoy for Climate John Kerry, the most consequential outcomes of COP26; how to think about US domestic political dynamics around climate change; and why the financial sector is fundamental in the transition to a net zero glo
Emanuel Moench, Deutsche Bundesbank, on Central Banks and the Climate Crisis
When central bank policies are driven by their primary mandates, is there a case that these mandates should expand to incorporate the systemic risk that is climate change? And how will increasingly extreme climate events force policymakers’ actions or limit the monetary policy space available to central bank institutions?
Emanuel Moench, Head of Research at the Deutsche Bundesbank, joins Jason Mi
SEC Commissioner Allison Herren Lee on the ESG Trinity: Disclosure, Materiality and Enforcement
How is regulatory change reshaping ESG investing? Listen to Jason Mitchell discuss with Commissioner Allison Herren Lee of the US Securities and Exchange Commission, about the SEC’s evolving views around disclosure and materiality; its enforcement efforts; and the need to work towards greater harmonisation given the multitude of global disclosure frameworks.
Find the full transcript of the episode
Chris Stark, CEO of the Climate Change Committee, on the Promise of COP26, Net Zero and Climate Adaptation
Is the cynicism around net zero justified? Listen to Jason Mitchell discuss with Chris Stark, Chief Executive of the UK’s Climate Change Committee discuss the world’s expectations going into COP26; what the Climate Change Committee is doing to advise the UK government on its net zero path; and why it’s vital that we frontload climate investment in order to turn strong words into strong action on t
Elizabeth Mrema, UN Convention on Biological Diversity, on Why Biodiversity Loss is a Risk to the Global Financial System
It is well established that climate change poses significant risks to businesses and future investments but these concerns are often intricately connected to biodiversity and nature-related issues. Elizabeth Mrema, Executive Secretary of the United Nations Convention on Biological Diversity, and co-chair of the Taskforce on Nature-related Financial Disclosures joins the podcast to discuss how firm
Prof. Abraham Lioui, EDHEC Business School, on the Shrinking ESG Premium
Is ESG outperformance coming to end? Is an ESG asset bubble brewing? Listen to Jason Mitchell talk with Abraham Lioui, Professor of Finance at EDHEC Business School, about his latest paper, Chasing the ESG Factor. In this deep-dive episode, the two discuss how investors may be mispricing ESG, the implications of identifying ESG risk premia and why more rigorous approaches are absolutely essential
CFTC Acting Chairman Rostin Behnam on Climate Risk in the US Financial System
What does climate risk represent to the US financial system? Listen to Jason Mitchell discuss with Commissioner Rostin Behnam, Acting Chairman of the US Commodity Futures Trading Commission, about how the CFTC is thinking about climate risk, what those implications mean for derivatives markets and why well-developed carbon and carbon offset markets will support the transition to a net zero economy
Dambisa Moyo and How Boards Work
How do corporate boards work? Listen to Jason Mitchell discuss with Dambisa Moyo, international economist and author, how the nature of board oversight is evolving, what that means in the context of greater pressure on socio-environmental issues and why calls to reform capitalism ultimately mean a turn towards a multi-stakeholder model and away from traditional shareholder-centrism.
We're giving a
Nick O’Donohoe, CDC Group, and the Future of Impact Investing
The ability to absorb risk and be truly ‘additional’ in the world of impact investing sets development finance institutions apart from markets. Listen to Jason Mitchell discuss with Nick O’Donohoe, CEO of CDC Group, on how institutions are providing much-needed liquidity and capital during the pandemic and why investor action on climate and the Sustainable Development Goals (‘SDGs’) is vital to ad
Faith Ward, Brunel Pension Partnership, on the Race to Net Zero
What does the race to net zero carbon emissions represent for the investment community? And how can investor network initiatives like the Institutional Investors Group on Climate Change (‘IIGCC’) develop meaningful investment frameworks to support it?Listen to Jason Mitchell discuss with Faith Ward, Chief Responsible Investment Officer at Brunel Pension Partnership, why it’s so important for inves
Alice Hill, Council on Foreign Relations, on Climate Resilience after Covid-19
How will the climate agenda change under the new Biden administration? Listen to Jason Mitchell talk with Alice Hill, Senior Fellow for Energy and the Environment at the Council on Foreign Relations and former special assistant to President Obama, about how the White House will govern on climate through regulation and executive orders; what opportunities exist to reframe climate change as a nation
ESG Investing - Luck Versus Skill? Duke University's Campbell Harvey Discusses
Is ESG investment performance one of luck or skill? Listen to Jason Mitchell discuss with Campbell Harvey, Professor of Finance at the Fuqua School of Business, Duke University, why purported claims around ESG performance are perhaps misguided, how the academic world is grappling with statistical evidence, and what makes a systemic risk like climate change so compelling for future research.
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