Morning Meetings
The 'food & fibre transition' theme brings the issues of climate change, biodiversity and food security together into one investable focus that promises - alongside carbon transition - to be one of the critical investment themes of 2022 and for the decade ahead.
SRI-CONNECT's 'morning meeting' series captures and channels the best investment ideas from across the market on this theme into short, investor-ready 'meetings'.
Follow-up actions
Message / connect to contributors to the meeting via their SRI-CONNECT profiles:
Access featured research:
- S&P Global Ratings: Natural Capital Valuation - An Incentive To Protect Nature
- NINT Natural Intelligence: Deforestation-related risks in the Brazilian meatpacking industry
- Ceres / Bluerisk / DWS: Financial Implications of Addressing Water-Related Externalities in the Meat Sector
- Good Food Institute: Plant-based meat - Anticipating 2030 production requirements
Download coverage reports
- Download CMI Issue Coverage Report
- The investment debate influencers on sustainable investment in food, forestry, faming & fisheries
Morning Meeting - January 2022.mp4 from SRI-CONNECT on Vimeo.
Follow-up actions
Message / connect to contributors to the meeting via their SRI-CONNECT profiles:
- Eveline Varin
- David McNeil
- Alison Midgley
- James Hulse
- Mike Tyrrell
Access featured research:
Morning Meeting - August 2021 from SRI-CONNECT on Vimeo.
Follow-up actions
Message / connect to contributors to the meeting via their SRI-CONNECT profiles:
Access featured research:
- Credit Suisse: The Global Food System: Identifying Sustainable Solutions
- Citi: Biodiversity: the Ecosystem at the Heart of Business
- Changing Markets: Investing in Troubled Waters
- Planet Tracker: Brazil: Roadmap to Sustainable Sovereign Bonds
- Bernstein: Will the future of food be less meaty?
- Liberum: Animal pandemics and their impact on the food system
Follow-up actions
Message / connect to contributors to the meeting via their SRI-CONNECT profiles:
Access featured research:
- Morgan Stanley: The Future of Food: Complexities and Compromises
- Planet Tracker: Against the Tide: The Japanese Seafood Industry Confronts Nature’s Limits
- HSBC: Food Waste: The Low-Hanging Fruit
- Sustainalytics – 10 for 2021: Investing in the Circular Food Economy
- Oxford Smith School: Bull Market? Corporate Venturing and Alternative Proteins
Follow-up actions
Message / connect to contributors to the meeting via their SRI-CONNECT profiles:
Access featured research:
- Climate Bonds Initiative: Unlocking Brazil's Green Investment Potential for Agriculture
- Edison: Meat Alternatives - a Lean, Green, Money-Making Machine?
- Planet Tracker: Traceable Returns
- CDP: Hungry for Change - Are Companies Driving a Sustainable Food System
- Orbitas & Vivid Economics: Transition Scenarios for Tropical Agriculture
