This episode of Sustainability in Conversation focuses on investors and climate transition. We start with an insightful conversation with Thomas Hohne-Sparborth, Head of Sustainability Research at Lombard Odier. He discusses how the asset management firm’s systems-level view of climate transition informs their investment strategy, and shares what that looks like in practice.  

Next, we hear from Alex Osborne-Saponja, Director of ESG Methodology at Sustainalytics and co-author of Transition or Illusion? What Capital Flows Reveal About Net Zero Credibility. Alex shares insights from the report, which examines capital expenditures as a key signal of corporate climate transition credibility. She details why capex is an important indicator and highlights a “mosaic approach” to analysis, combining multiple indicators to infer transition direction.  

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00:00:00 

Introduction 

00:03:38 

A conversation with Thomas Hohne-Sparborth 

00:17:14 

A conversation with Alex Osborne-Saponja 

00:34:00 

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