Linear is dead. Long live Circular!

For centuries we have relied on a consumption model that made the implicit assumption that natural resources are infinite: the linear model, or ‘Take, Make, Use, Waste’. As a result, we are reaching our planet’s boundaries as our economy uses, in just the first seven months of the year, as much of our global natural resources as can be replenished in a full year. This model is clearly not viable over the long term: at this pace and at the current level of technology, it is estimated that by 2050, 3 planets will be needed to meet the needs of humanity.

Instead, we should collectively impose a new paradigm, a more circular model, that aims to regenerate goods rather than dispose of them: this means reusing, recycling, refurbishing and sharing.

 

How to invest in a more circular future? Backed by 25 years of ESG expertise combined with 25 years of thematic investing, our conviction is that companies able to provide real circular solutions will produce added value for shareholders over the long term. 

David Czupryna, and Bastien Dublanc, Senior Fund Managers, explain how an investment strategy on the theme of the circular economy can benefit from a sizeable investment opportunity while contributing to a more sustainable economy

David Czupryna
Senior Portfolio Manager
Bastien Dublanc
Senior Portfolio Manager
Q&A
  • EN
    Re-sourcing our planet
  • FR
    Ressourcer notre planète
  • DE
    Neue Ressourcen für unseren Planeten
  • IT
    Rigenerare il pianeta
  • NL
    Onze planeet opnieuw voeden
  • ES
    La gestión de los recursos de nuestro planeta

A solution to break our resource dependency

In a finite world where population keeps increasing and resources are not evenly spread, resource scarcity can only lead to war. In a short video, David Czupryna and Bastien Dublanc discuss the idea that a more circular economic model brings a solution to reduce our dependency on natural resources and improve the resilience of our economy. They also bring insights on how to achieve this circularity.

 

Circularity: from ideology to investment

“The circular economy is no fiction.” A growing number of companies are taking the challenge and designing new solutions or adapting their production processes to operate on a more sustainable mode. How can we measure the circularity of a company? The existing frameworks were designed for companies to assess their own circularity and improve their processes; they are not sufficient for an investor to make investment decisions. Discover our proprietary circular investment framework, developed along our internal circularity scoring model. It aims to provide a comprehensive model enabling investors to quantify a company’s exposure to, and contribution to, a more circular economy.

 

ESG

Investing for a circular future

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