The Net Zero Investor Podcast

Kingsmill Bond, energy strategist at Ember, joins NZI’s Atharva Deshmukh to discuss what the war in Iran means for the global energy transition. Kingsmill also introduces a new demand-side view of the transition and discusses why he thinks the transition is on steroids.

November in Brazil was busy. The country hosted both COP30 and PRI-in person. In this episode, Atharva Deshmukh is joined by Sung-Ah Kyun, associate director and head of policy, research and partnerships at the European Bank for Reconstruction and Development (EBRD) and Antonina Scheer, deputy director, policy at TPI Global Climate Transition Centre at the LSE. Sun-Ah and Antonina attended COP30 this November and reflect on the highlights of Brazil's moment in the climate spotlight.

This episode focuses on a missing piece of the green bond conversation – the fees that banks collect for facilitating issuance. Despite widely prevalent fossil fuel lending and the NZBA ceasing operations, green bonds are a profitable business opportunity for banks. How long can banks have their cake and eat it too?Josephine Richardson, MD & head of research at Anthropocene Fixed Income Institute (AFII) joins Atharva Deshmukh to discuss the latest trends in syndication fees and why that matters for investors.

Lindsey Stewart, director of Institutional Insights at Morningstar takes stock of the highlights of this year’s Net Zero Investor Annual Conference and key trends for climate investing in 2026.

The first engineer on the show, Dr. Ana Diaz, global energy transition lead at Climate Bonds Initiative, joins the NZI podcast to explain how science can guide investment decisions for methane abatement. In this episode, Ana speaks with NZI head of research Atharva Deshmukh about methane emissions, the technologies that exist to address them and the Methane Finance Working Group of which CBI is a part.

Amy O’Brien is the global head of responsible investing at Nuveen, the asset management arm of TIAA. In this episode, she joins NZI head of research Atharva Deshmukh to discuss her new book, A Field Guide to Responsible Investing: Asset Management in the Age of Polycrises. The discussion focuses among other things, on chapter aptly titled ‘A Tour of the Asset Classes’.

This year’s AGM season has brought a new set of challenges. While the number of resolutions being filed is declining, asset owners are increasingly focusing on selecting the right manager to pursue their climate ambitions. Lindsey Stewart, director of institutional insights at Morningstar, and Leanne Clements, head of responsible investing at The People’s Pension, share their perspectives.

The UK government is planning to impose new obligations on financial organisations like pension funds, asset managers and FTSE100 companies to develop credible climate transition plans, Mona Dohle sits down with Faith Ward, Working Group Chair on the UK Transition Finance Council, and Michael Marshall, a member of the investor advisory group at the Financial Reporting Council to discuss what this could mean in practice.

This episode of the Net Zero Investor podcast maps the investment opportunity in climate adaptation. NZI head of research Atharva Deshmukh speaks to Shari Friedman, managing director, climate and sustainability at Eurasia Group, Baysa Naran, senior manager at Climate Policy Initiative and Jaakko Kooroshy, global head of sustainable investment research at the London Stock Exchange Group about the demand for climate adaptation financing and the instruments such as green bonds through which it is supplied.

The world’s largest banks have again ramped up their lending activities to fossil fuels last year, channelling more than $869bn to the industry as this week’s Banking on Climate Chaos report reveals. NZI editor Mona Dohle sits down with Léa Miomandre, financial analyst at Reclaim Finance to discuss why banks failed to turn the taps off.

Australian Ethical, a fund manager and asset owner, is escalating its engagement with QBE – an insurance company over fossil fuel financing and climate risk management. Amanda Richman, ethical stewardship lead at Australian Ethical joins Atharva Deshmukh to discuss the role of insurers in facilitating fossil fuel expansion, the history of Australian Ethical's engagement with QBE and how Australian Ethical is responding to QBE's unsatisfactory progress.

How can fixed income investors tackle deforestation across their portfolio? NZI editor Mona Dohle sits down with Josephine Richardson, head of Research at the Anthropocene Fixed Income Institute to explore the companies most exposed to deforestation, how to take stock of environmental harms across the supply chain and how refinancing cycles can offer opportunities for engagement.

Amid a slump in global oil prices and an increasingly challenging outlook for earnings at major oil and gas firms, NZI editor Mona Dohle caught up with Rohan Bowater, co-founder and lead-analyst oil and gas at Accela Research to discuss transition strategies and the earnings outlook for the sector.

Cambridge University has launched a new bond index to target fossil fuel expansion. NZI’s Atharva Deshmukh catches up with Dr Ellen Quigley, principal research associate at the Department of Land Economy and the special adviser (responsible investment) to the CFO at the University of Cambridge and Lily Macfadyen Tomson, senior research associate at Jesus College, Cambridge.

With the 2025 AGM season in full swing, Comptroller Brad Lander, custodian for the $200bn NYC pension funds and Danielle Fugere president & chief counsel of As You Sow discuss how they plan to hold the fossil fuel industry to account

Net Zero with Atharva Deshmukh - Joan Larrea

Net Zero with Mona Dole - Ana Costa & Georgia Whitehouse

Net Zero with Mona Dohle - Nick Mazan

Net Zero Investor's head of research Atharva Deshmukh catches up with Peter Boeskov, chief commercial officer at the Export and Investment Fund of Denmark EIFO, which recently provided financing for Ørsted's Greater Changhua 4 project in Taiwan, and has been involved in the financing over 30% of the world's wind energy capacity outside China.

2025 started off with leading US and Canadian banks announcing their departures from the Net Zero Banking Alliance in the leadup to Donald Trump's inauguration. NZI editor Mona Dohle speaks to Jeanne Martin, head of the Banking Programme at Share Action about the role could investors could play in holding banks accountable on climate action. =

Net Zero with Mona Dohle - Rachel Curley

Net Zero Investor editor Mona Dohle sits down with Michael Kril-Mathres, chief marketing officer at ITMO and Ian Gladen, head of Treasury at BancTrust to discuss the impact of the Article 6 deal reached at COP29 and if 2025 could become the year where carbon credits take off.

Net Zero Investor editor Mona Dohle sits down with Michael Mathres, chief marketing officer at ITMO and Ian Gladen, head of Fixed Income at BancTrust to discuss the impact of the Article 6 deal reached at COP29 and if 2025 could become the year where carbon credits take off.

Net Zero Investor's head of Research Atharva Deshmukh sat down with David Russell chair of the Transition Pathway Initiative to discuss if it is time for investors to rethink the role of carbon footprints in their portfolios.

Net Zero with Mona Dohle - Joanna Sharples and Nico Aspinall

Net Zero with Mona Dohle - COP 29 with Olga Hancock

Net Zero with Mona Dohle - COP 16 with Gayaneh Shahbazian

Ahead of the COP29 Summit in Azerbaijan, NZI editor Mona Dohle sits down with Ed Collins director of the Lobby Map programme at at the thinktank InfluenceMap and Adam Gillet, climate lead at Railpen and a member of NZI’s editorial steering group to discuss how asset owners approach climate lobbying.

Net Zero Investor Podcast - Tackling greenwashing in pensions

Net Zero with Mona Dohle - Public-private partnerships and the UK energy transition with Darryl Murphy & Mick McAteer

NZI with Nawar: Successful Decarbonisation

Net Zero with Mona Dohle with Richard Tomlinson & David Barmes, looking at Climate Change & Inflation

NZI with Nawar: Science Based Targets Initiative

With rates remaining potentially higher for longer and DB funding ratios improving, institutional investors are increasing their fixed income allocations. What does that mean for carbon footprints? And how can investors exercise stewardship? Net Zero Investor editor Mona Dohle sat down with Josephine Richardson, managing director and head of research at the Anthropocene Fixed Income Institute to discuss the role of bonds in the journey to net zero.

Net Zero with Nawar - Nawar Al'Saadi and Atharva Deshmukh, head of Research at Net Zero Investor examine the changing relationship between asset owners and managers.

The 2024 AGM season has been off to a challenging start with Exxon taking activist investors to court and some of the world's largest asset managers retreating from CA100+. Can stewardship still make an impact? NZI editor Mona Dohle sat down with Tessa Younger, stewardship lead at CCLA and Vaishnavi Ravishankar, head of stewardship at Brunel Pension Partnership to discuss how investors can make their voice heard.This podcast is sponsored by CCLA

Energy transition stocks have had a tough time in 2023, but with inflation climing down, could they make a comeback? Mona Dohle, editor at Net Zero Investor sits down with Robin Kollannur, portfolio manager at ScopeFour Capital and Tyler Blickhan, associate director investments at Ascension Investment Management to discuss the opportunities.

Net Zero with Nawar - private equity, climate tech and the next shiny thing...

Net Zero with Nawar - Data driven investing

Net Zero with Mona Dohle - Hortense Bioy

Net Zero Investor Podcast - New Years Outlook

Net Zero with Mona Dohle - Fredric Nyström

Net Zero Investor with Mona Dohle - Wyn Francis

Net Zero Investor Podcast - Hyewon Kong

As the COP28 climate summit in Dubai is in full swing, Net Zero Investor caught up with two prominent delegates, David Atkins, the chief executive officer of the Principles for Responsible Investment (PRI) and the organisation's chief initiatives officer, Tamsin Ballard, to discuss the key issues and topics that attendees at the conference are talking about this week.

Net Zero with Nawar - the ESG Backlash

Net Zero Investor Podcast - Tessa Younger

An interview with Stephanie Mielnik discussing the EU's new anti-deforestation regulation and its potential impact on corporate bonds.

The Better World Series Ep 7. - Stephanie Mielnik

The Better World Series Ep. 6 - Jesica Andrews