Name: Professor Dan Ariely, Duke University, on Investing in Human Capital by Man Group
Duration: 53 min 48 s
Description: Can human capital drive portfolio returns? Listen to Jason Mitchell discuss with Professor Dan Ariely, Duke University, about what a human capital factor looks like; how incentives and the basic idea of “feeling valued “are fundamental drivers behind employee motivation; and why human capital can represent an overlooked source of alpha.

Can human capital drive portfolio returns? Listen to Jason Mitchell discuss with Professor Dan Ariely, Duke University, about what a human capital factor looks like; how incentives and the basic idea of “feeling valued “are fundamental drivers behind employee motivation; and why human capital can represent an overlooked source of alpha.

Professor Dan Ariely, Duke University, on Investing in Human Capital

Will investors reset, recalibrate, or retreat from net zero in 2025? Listen to Jason Mitchell discuss with Professor Tom Gosling, London School of Economics, about how to think about the exits among climate initiatives; what the future of net zero commitments could look like; and why, investors—despite their limitations in driving climate outcomes—are still able to have a material effect on climate policy development.

Prof. Tom Gosling, LSE, on Whether Investors Reset, Recalibrate, or Retreat from Net Zero

What does 2025 hold for sustainable investing? Jason Mitchell talks to Hortense Bioy, Morningstar Head of Research, about how sustainable investing has reshaped asset flows over the last several years; what the suspension of the net zero initiatives could mean for investors; and why sustainable investing can survive Trump 2.0.

Hortense Bioy, Morningstar Head of Research, on Sustainable Investing Under Trump 2.0

Henry Neville reads his latest article, The Road Ahead: DeepFreak

Listen to this article: The Road Ahead - DeepFreak

How are asset owners reallocating towards sustainability? Listen to Jason Mitchell discuss with Dan Mikulskis, People’s Partnership CIO, about how the People’s Partnership is doing to evolve its investment strategy; what that means functionally for in a responsible investment context; and why asset owners like People’s Partnership are taking on a bigger leadership role in sustainable finance.

Dan Mikulskis, People’s Partnership CIO, on Reallocating Towards Sustainability

What happens if access to US climate data becomes more limited? Listen to Jason Mitchell discuss with Professor Benjamin Horton, Director of the Earth Observatory of Singapore, about what the political changes in the US could mean for the international scientific community; how that impact translates into access and availability of critical climate datasets; and why some climate scientists are already thinking about substitutes plans and worst case scenarios.

Prof. Benjamin Horton, Earth Observatory of Singapore, on the Criticality of US Climate Data

How have politics and geoeconomics turned rare earths and critical minerals into pressure points in the expanding global trade conflict? Listen to Jason Mitchell discuss with Professor Saleem Ali, University of Delaware, about what the energy transition means in the context of environmental security; how multilateral initiatives and increasingly national efforts are working to reshape supply and demand dynamics; and why it’s critical we continue to rethink ways to diversify and secure global critical mineral supply chains.

Prof. Saleem Ali, University of Delaware, on the Global Scramble for Rare Earths and Critical Minerals

How economically grounded is the UK’s net zero commitment? Listen to Jason Mitchell discuss with Professor Sir Dieter Helm, University of Oxford, about what new forces and factors are reshaping net zero ambitions; how the UK should think about optimal climate policy; and why a realist approach is critical for navigating the political economy factors of climate action.

Prof. Sir Dieter Helm, University of Oxford, on the Real Costs of Climate Action

Alex Grant is Senior Vice President, UK Country Manager and Global Head of Crude, Products & Liquids Trading at Equinor. He joined Equinor in 2017 as the Senior Vice President for Global Business Development, where he oversaw mergers, acquisitions, and divestments across the oil, gas, and renewables portfolios. Before Equinor, Alex worked in investment banking at Jefferies, focussing on M&A and financing transactions within the energy sector for over 20 years.

Alex Grant, Equinor – UK Country Manager, on the Trade-offs of Net Zero

How are asset owners emerging to drive the sustainable finance agenda? Listen to Jason Mitchell discuss with Daan Spaargaren, PME Senior Strategist for Responsible Investment, about how PME is evolving its investment approach to include more active, sustainability-driven strategies; what that means functionally in the asset allocation process; and why it’s great to see asset owners like PME take on a bigger leadership role in the sustainable finance ecosystem.

Daan Spaargaren, PME Senior Strategist for Responsible Investment, with a Warning for Asset Managers

What could a nuclear renaissance look like? Professor Katy Huff, former Assistant Secretary for Nuclear Energy, discusses how to frame nuclear energy in a net zero context where nuclear fits into the US energy mix over the next several decades; and why US nuclear innovation today is different from the false starts of the past.

Prof. Katy Huff, former US DOE Assistant Secretary for Nuclear Energy, on the US Nuclear Renaissance

Talks with the leading voices - both from within Man Group and externally - shaping the conversation around financial markets, responsible investment and more.

Professor Dan Ariely, Duke University, on Investing in Human Capital

Man Group

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