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Plastic Soup. Climate Change. Water Shortages, Food Shortages...For many these are important, but they are tomorrow's issues, not today's. Yet what these many fail to realise is that they are also today's biggest investment opportunities. Do these three things:
1. Look at the stats on global consumption/resource utilisation, population growth, sources of greenhouse gas emissions, waste and plastic recycling, water loss and demand...
2. Look at how government views on taxing externalities has changed over the past 20 years, and extrapolate forward.
3. Take a look at some of the companies at the cutting edge of food, energy and recycling solutions, then talk to some early investors and strategic allocators to the circular economy.
Within 30 minutes, what you thought were tomorrow's issues, may become today's portfolio priorities.
