Investment Themes

The circular economy

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Investment Themes

The circular economy is a model of production and consumption that involves sharing, reusing, repairing, renovating and recycling existing products and materials for as long as possible, so that they retain their value. In this way, the life cycle of products is extended to reduce the use of raw materials and the production of waste.

Our planet's resources are increasingly stretched, and the world is struggling to cope with the waste from single-use products. It's all about reusing, repairing and recycling goods and services to reduce our carbon and material footprint. Reusing or recycling products will slow down the use of natural resources, reduce landscape and habitat disturbance, and help limit the loss of biodiversity. Another advantage of the circular economy is the reduction in greenhouse gas emissions.

The world's population is growing, and with it the demand for raw materials. However, the supply of raw materials is limited. Recycling raw materials mitigates the risks associated with supply, such as price volatility, availability and dependence on imports. With the exponential growth in demand for solar panels and electric vehicles, recycling used batteries and panels is becoming an urgent necessity.

This thematic listing offers exposure to companies that contribute to recycling or other forms of resource efficiency. As the circular economy gains momentum, these companies should ultimately benefit from growing demand for their services.

Our selection

Basic Materials
Other Steel
345.28Cr +43.39%
Basic Materials
Other Specialty Chemicals
566.51Cr +12.51%
Industrials
Other Environmental Services & Equipment
608.93Cr +42.53%
Industrials
Waste Management, Disposal & Recycling Services
613.58Cr -1.66%
Basic Materials
Other Paper Packaging
453.19Cr +27.41%
Energy
Ethanol Fuels
120.01Cr +71.12%
Industrials
Waste Management, Disposal & Recycling Services
4.31TCr -2.99%
Utilities
Other Multiline Utilities
3.14TCr +26.24%
Basic Materials
Plastic Containers & Packaging
127.49Cr -2.70%
Industrials
Other Environmental Services & Equipment
6.77TCr +2.55%
Consumer Non-Cyclical
Other Food Processing
982.65Cr +68.39%
Industrials
Other Environmental Services & Equipment
171.1Cr +41.57%
Industrials
Other Environmental Services & Equipment
9.41TCr +5.96%
Industrials
Waste Management, Disposal & Recycling Services
353.96Cr -9.85%
Industrials
Waste Management, Disposal & Recycling Services
1.4TCr -7.31%
Industrials
Waste Management, Disposal & Recycling Services
134.13Cr -17.93%
Basic Materials
Other Steel
732.22Cr -2.61%
Industrials
Other Environmental Services & Equipment
1.61TCr +29.38%
Basic Materials
Other Specialty Chemicals
7.59TCr +2.94%
Industrials
Waste Management, Disposal & Recycling Services
155.85Cr +16.95%
Basic Materials
Other Paper Packaging
181.93Cr +22.50%
Industrials
Other Environmental Services & Equipment
75Cr -17.24%
Utilities
Other Water Utilities
1.22TCr +6.99%
Industrials
Waste Management, Disposal & Recycling Services
71Cr +13.08%
- - 419.46Cr -
Basic Materials
Other Paper Products
1.4TCr -5.93%
Utilities
Other Multiline Utilities
376.99Cr +0.21%
Basic Materials
Wood Container & Packaging
1.76TCr -17.97%
Industrials
Industrial Machinery
295.63Cr -27.57%
Industrials
Industrial Machinery
45Cr -36.10%
Industrials
Waste Management, Disposal & Recycling Services
7.92Cr -49.11%
Financials
Shell Companies
44 -50.00%

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Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The circular economy