Episode 179

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Published on:

13th Jan 2026

Busting the myths about renewables

This week on 'The Greener Way', host Michelle Baltazar interviews Mike Harut, partner and responsible investment manager at $7bn fund manager Munro Partners.

Together they discuss the biggest misconceptions about the performance of renewable companies in the US, the green stocks that defied the odds in 2025 and why TINA (short for 'There Is No Alternative') underpin the future of renewables.

Mike also shares insights on how their Climate Leaders fund returned a strong 22 per cent in returns last year.

01:00 Munro Partners is a growth equities specialist

02:57 The renewable sector's performance: myths vs reality

06:30 The future of electricity demand in the US

13:11 China's revised emission targets and investment opportunities

14:44 Performance of the Climate Change Leaders Fund

20:10 What's next?

For more info on the Climate Change Leaders fund, see https://www.munropartners.com/. US utility NextEra’s Capital Markets Day shares research on the US electricity system here: https://www.investor.nexteraenergy.com/news-and-events/events-and-presentations/2025/12-08-2025



This podcast uses the following third-party services for analysis:

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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.