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

Industrials
Other Environmental Services & Equipment
114.9Cr +18.86%
Industrials
Waste Management, Disposal & Recycling Services
119.51Cr +26.97%
Utilities
Other Multiline Utilities
297.27Cr -2.07%
Utilities
Other Water Utilities
1.11TCr +9.21%
Basic Materials
Wood Container & Packaging
1.95TCr +14.66%
Utilities
Other Multiline Utilities
2.51TCr +12.03%
Industrials
Other Environmental Services & Equipment
7.9TCr +25.69%
Industrials
Waste Management, Disposal & Recycling Services
82Cr +20.21%
Industrials
Other Environmental Services & Equipment
66Cr +3.77%
Basic Materials
Other Steel
188.8Cr +27.19%
Industrials
Other Environmental Services & Equipment
405.16Cr -6.98%
Industrials
Waste Management, Disposal & Recycling Services
5.09TCr +14.72%
Industrials
Waste Management, Disposal & Recycling Services
390.18Cr +1.89%
Industrials
Other Environmental Services & Equipment
1.21TCr -1.58%
Industrials
Other Environmental Services & Equipment
9.53TCr +17.35%
Industrials
Waste Management, Disposal & Recycling Services
1.8TCr +5.27%
Industrials
Waste Management, Disposal & Recycling Services
733.95Cr +9.30%
Basic Materials
Other Specialty Chemicals
7.4TCr +11.43%
Basic Materials
Other Specialty Chemicals
245.85Cr -9.39%
Basic Materials
Plastic Containers & Packaging
161.4Cr +2.00%
Industrials
Waste Management, Disposal & Recycling Services
14Cr -19.44%
Industrials
Waste Management, Disposal & Recycling Services
167.89Cr -8.78%
Basic Materials
Other Steel
521.27Cr -7.00%
Basic Materials
Other Paper Packaging
416.09Cr -16.56%
Basic Materials
Other Paper Packaging
115.71Cr -12.45%
Basic Materials
Other Paper Packaging
181.53Cr -3.81%
Industrials
Industrial Machinery
68Cr -14.56%
Basic Materials
Other Paper Products
1.47TCr -7.42%
Industrials
Industrial Machinery
428.09Cr 0.00%
Consumer Non-Cyclical
Other Food Processing
498.83Cr -6.38%
Energy
Ethanol Fuels
28Cr -55.59%
Industrials
Other Environmental Services & Equipment
34.79L -95.64%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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