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