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
Waste Management, Disposal & Recycling Services
2.34B +27.90%
Industrials
Other Environmental Services & Equipment
745M +14.18%
Basic Materials
Other Specialty Chemicals
3.44B +20.44%
Consumer Non-Cyclical
Other Food Processing
6.11B +14.37%
Industrials
Waste Management, Disposal & Recycling Services
874M +24.58%
Utilities
Other Multiline Utilities
3.11B +3.36%
Basic Materials
Wood Container & Packaging
21.67B +21.26%
Industrials
Other Environmental Services & Equipment
12.11B -0.06%
Utilities
Other Water Utilities
10.89B +9.17%
Energy
Ethanol Fuels
371M -41.24%
Industrials
Other Environmental Services & Equipment
4.1B -3.19%
Industrials
Other Environmental Services & Equipment
77.56B +24.60%
Industrials
Waste Management, Disposal & Recycling Services
7.36B +11.36%
Industrials
Waste Management, Disposal & Recycling Services
4B +3.40%
Basic Materials
Other Specialty Chemicals
74.06B +13.50%
Industrials
Other Environmental Services & Equipment
93.32B +16.31%
Basic Materials
Other Steel
5.5B -0.67%
Industrials
Industrial Machinery
4.7B +9.00%
Industrials
Waste Management, Disposal & Recycling Services
18.17B +7.30%
Industrials
Waste Management, Disposal & Recycling Services
47.99B +9.35%
Basic Materials
Other Steel
1.9B +27.02%
Basic Materials
Other Paper Packaging
1.19B -8.71%
Industrials
Waste Management, Disposal & Recycling Services
1.18B +17.53%
Utilities
Other Multiline Utilities
24.77B +8.89%
Industrials
Other Environmental Services & Equipment
998M +0.09%
Basic Materials
Plastic Containers & Packaging
1.46B -6.84%
Basic Materials
Other Paper Packaging
3.91B -23.75%
Basic Materials
Other Paper Packaging
1.85B -0.32%
Industrials
Waste Management, Disposal & Recycling Services
135M -20.83%
Basic Materials
Other Paper Products
14.34B -13.22%
Industrials
Industrial Machinery
655M -17.07%
Industrials
Other Environmental Services & Equipment
2.34M -96.41%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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