S5 Ep. 1 The climate ledger – counting the true cost of Net Zero

About this episode

This episode explores the implications of climate change for investors, discussing value shifts, risk data, and the role of investment in climate conversations.

In the latest season of Beyond Curious, we bring together voices from across LCP to examine how climate change is reshaping the world we live in. In this episode, host and energy transition expert Nigel Timperley speaks with LCP partner Drew Henley-Lock about what climate change means for investors today. They discuss where value shifts in a warming world, why physical risk data now matters as much as carbon data, and how to tell the difference between low-carbon companies and genuine transition enablers. Drew also reflects on policy uncertainty, future tipping points and what the investment world can contribute to a more constructive climate conversation. * At 18:25, Drew referred to COP15 as when the Paris Agreement was agreed. Please note that this was COP21 in 2015.

People in this episode

Host: Nigel Timperley

Guest: Drew Henley-Lock

Topics covered

• climate change
• investment
• energy transition
• risk data
• low-carbon companies
• policy uncertainty

Keywords

• Net Zero
• climate ledger
• investors
• physical risk data
• low-carbon
• transition enablers
• policy uncertainty

Mentioned in this episode

Organizations: LCP

More episodes of Beyond Curious with LCP

• S5 Ep.7 Has climate change moved from a specialist concern to a structural business issue? · February 24, 2026 · 22 min
• S5 Ep.6 From sustainability ambition to operational reality · February 10, 2026 · 24 min
• S5 Ep.5 How climate risk is reshaping insurance · January 28, 2026 · 23 min
• S5 Ep. 4 Green or merely clean? The trouble with ESG investing · January 14, 2026 · 20 min
• S5 Ep.3 Policy, risk and public trust – Is the UK energy transition rolling back? · December 23, 2025 · 29 min
• S5 Ep.2 How ordinary people became the engine of Net Zero · December 9, 2025 · 23 min