4. The Rise of Climate Physical Risk

This episode explores climate physical risk — the floods, heat and extreme weather events already affecting assets, operations and portfolios today. Moving beyond long-term transition narratives, we look at how these risks are showing up in real investment decisions right now, and what it takes to understand and act on them. Through a systems-level investing lens, the conversation unpacks how investors can move from broad climate scenarios to asset-level insight —and ultimately, from analysis to action.