The Greener Way

FS Sustainability
  • 5.0 (3)
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  • UPDATED WEEKLY

The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet. From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world. The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

  1. The next clean energy hotspot

    5H AGO

    The next clean energy hotspot

    Why Australia Is a Clean Energy Investment Hotspot: Solar, Wind, Batteries & Energy Security | Joost Bergsma On The Greener Way, host Michelle Baltazar speaks with Joost Bergsma, global head of energy at Nuveen Infrastructure, about clean energy investing, energy security, and why Australia is attractive for large-scale renewables. Bergsma reflects on his the last two decades in the sector and describes how capital raising has evolved from needing to explain basic technologies to today’s dedicated institutional infrastructure teams, alongside greater competition. He explains clean energy investments across solar, onshore/offshore wind and battery storage that appeal to Nuveen’s institutional clients. He also highlights what’s new in the battery storage sector and Australia’s land-driven scale advantages versus Europe. For investors just entering the clean energy sector, he explains the need to address China-concentrated supply chains and Australia’s grid buildout needs. 01:02 A career milestone in clean energy 02:13 Capital raising outlook 03:09 Nuveen infrastructure strategy 04:43 Geopolitics and energy security 06:47 Data centres and demand surge 08:41 Risk return spectrum explained 09:45 Australian investor appetite 10:54 Nuveen’s local pipeline 12:04 Ten-year outlook on batteries 14:40 What could go wrong? We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    17 min
  2. The real cost of tariffs

    MAY 11

    The real cost of tariffs

    Who Really pays tariffs? Stanford economist breaks down the hidden consumer cost In this episode of The Greener Way, host Michelle Baltazar speaks with Stanford University economist Luke Heeney about the often-overlooked social impacts of industrial policy, focusing on the 2025 US tariffs and their effects on the automotive sector. Heeney explains why accounting for tariffs on intermediate inputs is crucial, finding that many US producers lose billions when parts are included, with only one company coming out ahead due to greater domestic sourcing. He also finds the largest percentage of financial losses fall on the lowest-income households, costing billions of dollars. 00:00 Who pays tariffs? 00:58 Industrial policy focus 03:11 Tariffs study setup 04:30 Key findings explained 06:27 Lessons for Australia 07:37 Why impacts are overlooked 09:37 Staggering consumer costs 12:04 Building better toolkits 14:27 What the government can do We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    17 min
  3. The supply chain bottleneck

    MAY 4

    The supply chain bottleneck

    Critical Minerals Supercycle? How AI, Clean Energy & Geopolitics Are Reshaping Supply Chains In this episode of The Greener Way, host Michelle Baltazar chats with Vinnay Cchoda, responsible investment manager at BetaShares, about the predicted shortage of some critical minerals in the next couple of decades and how that could force a resetting of investment expectations and strategies. Cchoda says the convergence of electrification, AI-driven data center buildout, and unstable geopolitics is causing supply chain issues. He argues that the supercycle of critical minerals is directionally right but too simplistic, with uneven outcomes across the different types of minerals. For example, lithium and nickel are seeing faster supply responses and price corrections, while copper has hit new highs. The discussion highlights why investors need to look at their diversification strategies and how to respond to the cycles within the supercycle impacting investment outcomes. Read: Critical minerals in the age of AI and tariffs (Link: https://www.fssustainability.com.au/article/critical-minerals-in-the-age-of-ai-and-tariffs) 01:08 Three forces converge 04:17 Supercycle creates uneven outcomes 07:27 When AI meets clean energy 09:06 Predicted 40% supply shortage 10:52 Supply chain bottlenecks 13:05 Investor playbook We record on Gadigal land and we pay our respects to the traditional custodians of country and elders, past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    16 min
  4. A deep-green investing mindset

    APR 27

    A deep-green investing mindset

    Deep Green vs Medium Green Investing: Returns, Volatility & ESG Trade-Offs | The Greener Way In this episode of The Greener Way, host Michelle Baltazar speaks with financial adviser Alex Jameison of Jamieson Private Wealth about how investors reassess sustainability preferences amid fuel shortages, energy insecurity, and geopolitical shocks. Jamieson explains starting with a client’s values and ESG preferences, clarifying what they want to exclude or include (such as mining, defense, tobacco), and discussing “levels of greenness” and potential performance trade-offs—especially when sectors like materials or oil and gas outperform. He notes medium-green portfolios may not see major performance trade-offs, while very deep-green approaches can increase volatility due to concentration and may require a more global investment mindset, with Europe offering larger opportunities than Australia. 02:03 Deep green vs returns 03:54 Explaining cycle differences 05:25 Volatility and global diversification 06:15 Investor expectations and greenwashing 07:59 ESG options and advisor role 09:45 Geopolitics and renewables trends We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    13 min
  5. Banking on green loans

    APR 20

    Banking on green loans

    Green loans & cheaper home batteries: How the CEFC Is Powering Australia’s Household Energy Transition This week on The Greener Way, host Michelle Baltazar chats with Grace Tam, head of consumer finance at the Clean Energy Finance Corporation (CEFC), on how the Australian government, through the CEFC, is driving record levels of green loan applications. According to the CEFC, the number of loans made under the Household Energy Upgrades Fund™ more than doubled between the first and second halves of 2025, up by 158 per cent. More than 4,100 loans have been made and over 10,000 technology installations completed since the fund was launched. Tam explains what's worked, the misconceptions around green loans and how lenders are adopting a new approach to appeal to investors and 'green' households. 00:49 What is the CEFC's purpose? 01:02 The latest on the $1bn Household Energy Upgrades Fund 02:33 What is a green loan? 03:21 The green lending ecosystem 05:38 The uptake and key lessons 07:16 The rise of virtual power plants 08:41 Has the risk around green lending changed? 09:54 Barriers and the need for more consumer education 11:10 How lenders are partnering with third parties 12:53 A small window of opportunity We record on Gadigal land and we pay our respects to the traditional custodians of country and elders, past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    16 min
  6. Becoming a B Corp: What it takes and why it matters

    APR 13

    Becoming a B Corp: What it takes and why it matters

    What does it actually mean to become a B Corp, and is it worth the effort? In this episode, UNLESS Financial chief sustainability officer and financial adviser Marissa Theodorou talks us through the journey she and the UNLESS team went through recently to become B Corp certified. Breaking down the business case, timeline, key pillars, and common pitfalls of the process, Theodorou explains why the certification is more than just a badge and highlights the tangible benefits that come with it. She also touches on how the certification process has been strengthened in recent times to ensure businesses are truly balancing profit with positive impact. We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    16 min
  7. Climate investing enters a new age

    APR 6

    Climate investing enters a new age

    On a recent visit to Sydney, MSCI's global head of sustainability and climate index Sebastien Lieblich sat down with The Greener Way to shed light on how institutional investors, particularly superannuation funds, are changing their approach to climate investing. Gone are the days of simply excluding or divesting companies, he says. Asset owners are looking more closely at the role benchmarks and index design can play in implementing their goals, embedding climate considerations in investment strategies. Lieblich also touches on the potential ramifications of the current geopolitical environment and how a disruption to traditional energy sources and supplies could impact the global transition. We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present. https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    13 min
  8. Transparency in quant investing

    MAR 30

    Transparency in quant investing

    Quant + ESG Without the Black Box: Transparent Sustainable Investing with AXA IM’s Ram Rasaratnam | The Greener Way In this episode of The Greener Way, host Michelle Baltazar speaks with Ram Rasaratnam, CIO of Equity Quant Investing at AXA IM, part of BNP Paribas, about some of the misconceptions about quant investing, including calling it a ‘black box’. Describing it instead as “fundamental investing at scale”, Ram explains how sustainability portfolios can be built with clearly defined steps that show both the ESG overlays and the fund manager’s core fundamental decisions. Asked on the impact of AI, Ram shares how the latest technology has transformed the fund’s investment toolbox - but that the market, despite all the quant analysis in the world, still keeps him on his toes. 01:38 Quant as fundamentals at scale 03:39 Separating ESG and returns 05:27 Machine learning toolbox 07:42 Markets keep changing 08:54 Mindset shift for ESG quants We record on Gadigal land and we pay our respects to the traditional custodians of country and elders past and present.  https://www.fssustainability.com.au/ This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

    11 min
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About

The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet. From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world. The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Information

  • Creator
    FS Sustainability
  • Years Active
    2022 - 2026
  • Episodes
    199
  • Rating
    Clean
  • Copyright
    © Copyright 2026 FS Sustainability
  • Show Website
    The Greener Way

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