Episode 150

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Published on:

24th Jun 2025

Exploring Emerging Markets & Sustainable Investments with Pablo Berrutti

Join host Michelle Baltazar as she chats with Pablo Berrutti, senior portfolio specialist at Stewart Investors, about emerging market investment opportunities and their main growth drivers. Berrutti also explains why Samsung, Wallmex and Bank of the Philippine Islands are featured in their portfolios and why mid-cap US companies offer good value for investors. 

 

00:57 Guest introduction: Pablo Berrutti

01:26 Stewart Investors: Under the bonnet

03:50 Investment strategies and criteria

06:47 What's driving global emerging markets

09:18 Stocks to watch 

16:55 US companies riding on sustainability trends

21:12 DEI-washing: Why it's good for investors



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

OP3 - https://op3.dev/privacy
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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.