Beyond Curious with LCP: The climate ledger – counting the true cost of Net Zero
Investment Energy transition Climate change Net zeroYou can listen to our podcasts online via the player below or search for 'Beyond Curious' and review, rate and subscribe on Apple Podcasts, Spotify or SoundCloud.
In season 5 of Beyond Curious with LCP, we bring together voices from across LCP to examine how climate change is reshaping the systems we rely on. Host Nigel Timperley works in the thick of the energy transition, but this series takes a broader perspective. Each episode asks what different sectors are seeing on the ground, with straight conversation on risks, openings and blind spots, and what good practice actually looks like.
This week, we talk to Drew Henley-Lock from LCP’s Responsible Investment team about what climate change means for investors today. Drew explains which assets gain value in a warming world, which risks are hiding in plain sight, and why alignment and physical risk data are now essential for responsible investment decisions.
The episode covers:
- How investors can spot climate-driven risks across global supply chains
- Why old measures of carbon intensity no longer cut it
- The difference between “clean” businesses and those enabling the transition
- Where policy uncertainty still distorts pricing
- What COP signals actually matter for investors
Relevant links
- Investment Uncut: Chris Dodwell - what’s next in the fight against climate change?
- Beyond Curious: Pensions UK 2025 interview with David Russell, Chair of the Transition Pathway Initiative (TPI)
N.B. At 18:25, Drew referred to COP15 as when the Paris Agreement was agreed. Please note that this was COP21 in 2015.
This podcast is for information purposes only and should not be taken as advice. All views expressed by podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast.
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