Episode 10 | Justine Leigh Bell - How to assess and price transition risks in the bond market

Episode 10 | Justine Leigh Bell - How to assess and price transition risks in the bond market

In this episode of The Transition Tapes, we speak with Justine Leigh-Bell, CEO of the Anthropocene Fixed Income Institute (AFII).

Together, we explore the growing importance of transition risk in the $150 trillion global debt market — and the tension at the heart of sustainable bond labelling in the context of the climate transition.

We discuss:

  • how AFII approaches research on the real-world sustainability impact of bond issuance
  • why investors should think beyond labels and focus on outcomes
  • where the European Green Bond Standard fits into the broader landscape
  • how government bonds could play a role in hedging transition risk, including the case for sovereign transition linkers

Justine also shares her Transition Tapes playlist — a top house party selection — along with her favourite books, films, and podcasts.


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Avsnitt(14)

Episode 13 | Simon Rawson - How should business and finance think about one of their most important assets, their people?

Episode 13 | Simon Rawson - How should business and finance think about one of their most important assets, their people?

In this episode of The Transition Tapes, Hugh Wheelan speaks with Simon Rawson, Executive Director of the Taskforce on Inequality and Social-related Financial Disclosures (TISFD), about why social iss...

1 Juli 47min

Episode 12 | Jakob Thomä: Silicon Boundaries: why the social and regulatory pushback on AI could ‘strand’ some of today’s massive tech investment bets?

Episode 12 | Jakob Thomä: Silicon Boundaries: why the social and regulatory pushback on AI could ‘strand’ some of today’s massive tech investment bets?

In this episode of The Transition Tapes, we speak with, Founder & CEO of Theia Finance Labs and Professor in Practice at, about the huge risks embedded in today’s overwhelming investment focus on AI a...

25 Maj 54min

Episode 11 | Harald Walkate - Rethinking sustainable finance narratives

Episode 11 | Harald Walkate - Rethinking sustainable finance narratives

In this episode of The Transition Tapes, we speak with Harald Walkate, Advisor on Financing Sustainability & Blended Finance at Route17 and Senior Advisor at the LSE. We explore the idea of “reference...

29 Apr 39min

Episode 9 | David Carlin - Rules, risks, and the energy transition

Episode 9 | David Carlin - Rules, risks, and the energy transition

In this episode of The Transition Tapes, Hugh Wheelan speaks with David Carlin, founder of D. A. Carlin and Company, a New York-based sustainability advisory firm, and Visiting Research Fellow at King...

1 Apr 44min

Episode 8 | Catherine Howarth - Turning shareholding into action

Episode 8 | Catherine Howarth - Turning shareholding into action

In this episode of The Transition Tapes, Hugh Wheelan with Catherine Howarth, OBE, Chief Executive of ShareAction, the European NGO that pushes for ambitious standards in responsible investment.  Cath...

2 Mars 41min

Episode 7 | Rob Bauer: Sustainable investing…belief or evidence?

Episode 7 | Rob Bauer: Sustainable investing…belief or evidence?

In this episode of The Transition Tapes, Hugh Wheelan talks with Rob Bauer, Professor of Finance at Maastricht University, Chair in Institutional Investors, and Director of the European Centre for Sus...

16 Feb 52min

Episode 6 | Rory Sullivan: ESG backlash - what’s real and what isn’t?

Episode 6 | Rory Sullivan: ESG backlash - what’s real and what isn’t?

In this episode of The Transition Tapes, Hugh Wheelan talks with Rory Sullivan, CEO and Co-Founder of Chronos Sustainability and a leading global expert on climate change, human rights, and sustainabl...

21 Jan 45min

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