The circular economy has always been powered by innovation. Advances in technology help companies and consumers create more value from fewer resources, raising productivity while reducing waste and inefficiency. Today, AI is accelerating that evolution, making processes smarter, more adaptive and resilient.
Moreover, as supply chains become more fragile, geopolitical tensions persist, and businesses face higher interest rates and capital costs, solutions that improve resilience and resource productivity are becoming increasingly valuable. In this video, we explore the forces driving this shift and how a thematic investment lens can identify companies where durable structural growth is underpinned by strong business fundamentals.
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