We need to embark on a vital transition for human and planetary health. Our economic system relies on a healthy planet1. Yet, today, we find ourselves in the perilous position of pushing our planet beyond its safe operating limits.

Planetary boundaries define the space in which humanity and our economy can develop and thrive. Of the nine planetary boundaries that regulate the stability and resilience of the Earth’s system, we have already crossed five – and we are on course to cross more. The pressures we are putting on our planetary boundaries are not only interacting but amplifying the impact of our Wasteful, Idle, Lopsided and Dirty (WILD) economy.

If we continue to cross these boundaries we increase the risk of large-scale abrupt damage, or even irreversible environmental changes.

 

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transforming key sectors. 


To protect our economic health and long-term prosperity we must transition to a CLIC® economy.
We believe that there are 3 + 1 system changes that will enable this: 1) Energy; 2) Agriculture, Forestry and Land Use (AFOLU); 3) Materials; and 1) Carbon. These profound transformations will disrupt 95% of our investment universe.
 

transforming sectors.

The way we use land is deeply problematic. Modern agricultural techniques (accounting for 98% of land practices) rely on ploughing and tilling the land, releasing vast amounts of carbon stored in the soil, greatly contributing to climate change. The overuse of fossil fuel based fertilisers pumps yet more emissions into the atmosphere, and the overuse of synthetic pesticides causes agrochemical waste, which degrades soil and pollutes water. What’s more, almost 80% of our agricultural land is used to produce meat and dairy which is not only responsible for twice the GHG emissions of plant-based food but is also incredibly water intensive, as the global sector uses 70% of freshwater supplies.

So how do we tackle this? By returning 1 billion hectares of land to nature by 2030. A seemingly ambitious plan, many inroads are already being made as 115 countries have made land restoration commitments and 1 billion hectares have already been earmarked for restoration by 2030, with over 300 million hectares to be restored in the Americas, China and Europe – all of which are major agricultural producers.

safely feeding ten billion.


In order to sustainably feed an ever-growing population, there will be transition pathways to new food systems. Business models will be transformed and the way we produce, distribute and consume food will drastically alter.

the roadmap towards new food systems.


The transition towards new food systems is underway. Investment opportunities abound in sustainable food production for companies that are producing biological and synthetic inputs and food products such as animal feed, aquaculture and fertilisers. We favour companies that are enabling solutions across the value chain in industries such as farming and food equipment, food packaging and logistics. Furthermore, consumer-facing companies that manufacture, retail and serve food in ways that promote sustainable consumption offer attractive prospects. With our new strategy, in partnership with SYSTEMIQ, we aim to capture the opportunities associated with the transformation of Food Systems as they move towards a model where they can nourish the planet while operating within, or helping to restore, planetary boundaries.

We believe that New Food Systems will represent a USD 1.5tn annual profit pool by 2030

where we are.

Our heritage is Swiss, yet our outlook and mind set are resolutely international. With over 25 offices globally, we are able to serve our clients all over the world.

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World Economic Forum (2020) Nature Risk Risking: Why the Crisis Engulfing Nature Matters for Business and the Economy
The German Federal Office of Agriculture and Food (BLE) (2022).
https://www.ble.de/SharedDocs/Pressemitteilungen/DE/2022/220330_Versorgungsbilanz-Fleisch.html 
Food and Land Use Coalition (2019): Growing Better
Carbon Pricing Leadership Coalition (2017) Report of the High-Level Commission on Carbon Prices
Landmark study shows the circular economy can halt biodiversity loss | World Economic Forum (weforum.org)
Lombard Odier White Paper – Food Systems
(Dimbleby, 2021)
(Cassidy, West, Gerber, & Foley, 2013)

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