Episode 194

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Published on:

28th Apr 2026

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/



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About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
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.