The Greener Way

In this episode of The Greener Way, host Michelle Baltazar from FS Sustainability, discusses the increasing climate-driven risks to data centers with Julia Leske, managing director at ISS Sustainability.
They explore the challenges posed by extreme heat and water stress on data centres globally. Julia shares insights from ISS's report, Actionable Insights: Top Sustainability Themes in 2026, revealing infrastructure vulnerabilities, the urgent need for resilient cooling systems and investment implications.
00:36 Exploring climate risks for data centres
01:06 Data centre resilience
01:44 The biggest climate threats to data centres
02:24 Case Study: Heat waves and water stress
03:47 Global analysis of data centre risks
04:07 Future projections and regional vulnerabilities
06:45 The need for advanced cooling technologies
09:02 Business continuity planning and gaps
Links: https://www.issgovernance.com/sustainability/actionable-insights-top-sustainability-themes-in-2026/

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In this episode of The Greener Way, host Michelle Baltazar discusses the critical and complicated role of steel in the transition to a decarbonised future with Fidelity International's Sue-Lyn Stubbs.
They discuss the steel paradox and its essential role in economic growth, green technology development versus its high emissions footprint, the financial and regulatory implications, and the effect of methane emissions on the industry.
02:04 Understanding the steel paradox
04:10 Financial risks and opportunities in the steel value chain
06:35 The importance of methane emissions
07:49 Impact on Australian mining companies
08:33 Future of green steel technologies
10:44 Investor engagement and regulatory developments
16:03 The steel methane investor initiative
Links: The methane blindspot: Why investors are rethinking their steel value chain exposure

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Can we really trust the tools measuring biodiversity risk?
This week on TGW, Michelle Baltazar, Executive Director of Media at FS Sustainability, sits down with Dr. Jennifer Willetts of Franklin Templeton to unpack one of the biggest questions facing investors today: how do you actually measure biodiversity risk—and are current tools up to the task?
Dr. Willetts breaks down the challenges, the latest innovations, and the emerging opportunities for investors looking to understand their biodiversity footprint and drive more sustainable outcomes.
00:00 Introduction: Disagreement among biodiversity tools
00:29 Introducing Dr. Jennifer Willett and her research
01:30 The Complexity of biodiversity metrics
04:00 Key Findings from the biodiversity study
07:04 Challenges and solutions for investors
12:29 The Role of regulation in biodiversity risk
14:24 Emerging opportunities for investors

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

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Are investors adding sustainable ETFs to their portfolio?
This week on The Greener Way podcast, host Michelle Baltazar chats in the studio with Chris Brycki, founder and CEO of Stockpot, about the returns of sustainable ETFs and market trends that are driving fund inflows.
They delve into the growth and divergence in the ESG market, how sustainable ETFs compare with traditional ETFs, and how investors can align their personal values with their investment goals.
00:46 State of sustainable ETFs
02:07 Performance and comparison
03:54 Choosing the right sustainable ETF
05:34 Fees, transparency and ESG ratings
08:43 Challenges and considerations
14:08 Future outlook for sustainable ETFs
17:35 About StockSpot

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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:

OP3 - https://op3.dev/privacy