Senior Fund Manager
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.
Bastien Dublanc, Senior Fund Manager, explains 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
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, Bastien Dublanc discusses 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
Find all the details in the paper
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Beyond Fossil Fuels: Why Green Investments Are Still the Future
After a challenging period for green investing, marked by rising interest rates, supply chain issues, and overcapacity, companies committed to building a sustainable world could remain an attractive long-term option for investors seeking both financial returns and positive impact. -
The circular economy: A modern-day challenge
While human activity is pushing the Earth’s resources to the limit, it is time to rethink our consumption habits. -
Investing in the Circular Economy. We are all plastic now.
Perhaps like us, you are a bit frightened about all the news stories and the statistics – the plastic ‘eighth continent’ in the Pacific Ocean, using our natural resources more rapidly than they can be replaced. -
Re-sourcing our planet
Bastien Dublanc, Tanguy Cornet and Anaelle Stamatiou describe how an ESG (Environmental, Social, Governance) investment strategy on the theme of the circular economy can contribute to a more sustainable economy along with a long-term financial performance objective. -
Circular Economy: Paradise Restored?
The surge in interest in the circular economy issues of climate change, renewables and recycling, has given birth to entire new industries. In this paper, we look at the reasons for the move from the linear to circular economic model, what it would involve, and the opportunities this revolutionary market change presents for investors.
