Circularity Capital Podcast Circularity Capital Podcast

Building The New Plastics Economy - The Corporate Perspective

This episode of Circularity Capital's Insights podcast will explore why the circular economy is increasingly being seen as a powerful framework for regenerative economic growth and how investors are developing specialist strategies to drive value in this space.
 
 

In this third of our five-part series Jamie Butterworth speaks with Ian Nolan of Circularity Capital to take an investor’s eye view on this topic by dipping into Circularity Capital’s activities as a specialist investor in the circular economy.



Highlights:
 
 


What is Circularity Capital’s investment thesis?
 
 
Enable capture of significant improvement in customer engagement, resource productivity and growth
 
 
High impact/high return portfolio across European growth stage companies
 
 
Why is being a specialist important?
 
 


Time Stamp:

[1.15]   Ian’s background leading towards Circularity Capital

[3.23]   About the Circularity Capital fund

[5.03]   We screen form impact and select for fit within our portfolio investment criteria

[6.07]   Proven technologies and proven traction

[8.06] We believe there is no trade-off between impact investment and financial returns

Building The New Plastics Economy - Jens Holmegaard - Part 4 of 4

This episode of Circularity Capital's Insights podcast will explore why the circular economy is increasingly being seen as a powerful framework for regenerative economic growth and how investors are developing specialist strategies to drive value in this space.
 
 

In this the final of our five-part series Ian Nolan speaks with Evy Hambro of BlackRock for his insight into investing in the circular economy through its dedicated fund.



Highlights:
 
 


Resource efficiency is key
 
 
“we have defined the investment universe as being one of 3 categories adopters, beneficiaries or enablers”
 
 
Is investing in the circular economy a niche activity at this time?
 
 
Adoption, understanding and recognition of the circular economy is all rising at a rapid rate
 
 


Time Stamp:

[2.25]   Knowledge sharing with the Ellen Macarthur Foundation and fund launch in 2019

[3.08]   Areas most attractive to the fund

[4.25]   What clients think about trade-offs between sustainable investing and growth of fund

[8.45]   Huge value capture is possible


https://www.circularitycapital.com/

https://www.blackrock.com/uk

The episode of Circularity Capital podcast will explore the opportunities, challenges and practical implications of building a new circular plastics economy, drawing from industry experts and practitioners. The podcast will comprise four elements with insight from a range of thought leaders in this space.

 

In this second of our four-part series Andrew Shannon speaks with David Rakowski, Global Circular Economy and Sustainably co-lead at PA Consulting to understand what is driving business interest in the circular economy and what is the role of innovation in this transition and how this can be accelerated.

 

Highlights:


“Sustainability and carbon are increasingly important topics for people”
Circular economy is a term being used more regularly and is becoming part of the day-to-day language
Selling the business case is a key challenge but also an enabler
“There is no silver bullet, it is quite a systemic process
A huge focus on packaging as well as the infrastructure required

Time Stamp:

[4.34] The process is consumer driven but with a strong business base

[6.10] Real world challenges for corporate decision making

[10.40] Variables across technologies and geographies

[12.10] Systemic approach and being agile

[17.02] Is a different packaging environment available?

For more information go to www.circularitycapital.com
This episode is edited by Podcast Publishing

This episode of Circularity Capital's Insights podcast will explore why the circular economy is increasingly being seen as a powerful framework for regenerative economic growth and how investors are developing specialist strategies to drive value in this space.
 
 

In this second of our five-part series Jamie Butterworth speaks with Wesley Spindler and Peter Lacy of Accenture who share their insight on why investors are interested in the circular economy.



Highlights:
 
 


“how do we engage consumers”
 
 
“we will consume ‘3 earths’ a year by 2050 in terms of natural resources”
 
 
Where we are on the journey to a circular economy
 
 
New standards of impact measurement are required
 
 


Time Stamp:

[3.09]   Pivotal moment for the circular economy

[5.25]   Huge value capture on the table

[6.05]   How important is finance on this move to a more circular economy

[7.35]   We need new standards for measuring circularity metrics

[10.30] New environmental commitment from Accenture – Net Zero by 2025


https://circularitycapital.com/


https://www.accenture.com/gb-en