A Sustainable Future

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.

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.

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.

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 convert record clean energy spending into a true transition away from fossil fuels.

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.

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 sceptics an opening to disengage entirely.

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.

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.

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.

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.