LSEG Sustainable Growth

Water is becoming one of the most contested resources on the planet, with far‑reaching implications for economies, businesses and investors. Jane Goodland speaks with Franck Gbaguidi from Eurasia Group about the rise of the “water weapon”, how weak water governance is intensifying competition, and what companies and governments can do to manage growing water‑related risk.

Chapters

(00:00:00) - Welcome and guest introduction
(00:01:15) - Eurasia's Top Risks 2026 report
(00:02:00) - The importance of international water governance
(00:04:43) - Unpacking water scarcity: Competition and managing disputes
(00:06:50) - Where water is being weaponised
(00:09:41) - The economic impact
(00:13:40) - Water infrastructure
(00:16:36) - Could costs change for water-intensive companies?
(00:17:40) - Water offsetting and sharing
(00:19:50) - Measuring water
(00:24:10) - Advice for businesses

What does responsible leadership look like in practice? Sir Mark Moody‑Stuart is a distinguished business leader and former geologist who has held senior leadership and board roles at some of the world's largest organisations including Shell, Anglo American, Saudi Aramco and HSBC. Sitting down with Jane Goodland, he reflects on how his experience serving on boards and engaging with governments has shaped his views on ethical leadership, the role of multilateral frameworks in today’s changing geopolitical landscape, and how open conversations between business, civil society and governments can create long‑term value.

Chapters

(00:00:00) - Introduction
(00:01:11) - How Sir Mark Moody-Stuart's interest in sustainability began
(00:03:05) - Responsible leadership: Sir Mark's experience at Shell
(00:08:28) - Value vs. reputation: Conversations in the boardroom
(00:10:11) - The role of governments, companies and civil societies
(00:12:33) - Engaging with governments and civil societies
(00:16:15) - China: A different approach to sustainability
(00:18:23) - Advice for business leaders
(00:19:20) - A practical example: Sudan, Amnesty International and acting responsibly

How are investors integrating sustainability considerations to manage risk and create value? Richard Manley, Chief Sustainability Officer at CPP Investments, discusses how sustainability integration has evolved into a core driver of long‑term value creation. The conversation covers the role of climate scenario analysis, company governance, physical risk and why informed decision‑making remains central to resilient, long‑term investment outcomes.

Chapters

(00:02:17) - Introduction
(00:05:48) - How sustainable investing has evolved
(00:08:58) - CPP's mandate and investment beliefs
(00:12:20) - Governance and company expectations
(00:20:00) - Physical risk and unpacking climate scenario analysis
(00:27:17) - The role of insurance

With traditional aid budgets declining, how can NGOs unlock new sources of capital to drive sustainable development? Paul Ronalds, CEO of Save the Children Global Ventures, explains how the charity is reinventing its funding model through impact investing and nature‑based solutions that deliver measurable outcomes for children. Paul unpacks the philosophy behind child‑lens investing and how innovative finance can create sustainable, long‑term benefits for children and their communities.

Chapters

(00:01:20) - Introduction
(00:03:40) - The genesis of Global Ventures
(00:07:10) - Their investment philosophy in practice
(00:09:42) - Delving into the Asia Health Fund
(00:14:01) - Impact investing in action
(00:15:28) - Investment time horizons
(00:20:40) - How climate investing can benefit children and communities
(00:24:19) - Investor profile
(00:26:10) - Will other organisations adopt this funding model?
(00:28:41) - Broader implications for the charity sector

Richard Edelman, CEO of global communications firm Edelman breaks down the key findings of the 2026 Edelman Trust Barometer, exploring how insularity—the theme of this year’s report—is impacting workplaces, consumer behaviour and economic sentiment. He shares why trust has become the "ultimate currency" for institutions, the risks posed by declining confidence in institutions, and how trust brokering can help leaders bridge divides and strengthen organisational resilience.

Chapters

(00:00:00) - Richard's experience at Davos
(00:01:10) - Trust as the ultimate currency
(00:02:35) - Edelman Trust Barometer: Origins and trends
(00:05:55) - Trust amid insularity
(00:07:47) - How insularity is impacting business
(00:11:31) - Trust brokering in the workplace
(00:18:20) - Role of CEOs