UBS On-Air: Market Moves cover image

UBS On-Air: Market Moves

Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)

Oct 31, 2023
Amantia Muhedini and Martin Grosskopf discuss achieving circularity in sustainable investing, focusing on challenges faced by companies in finding plastic alternatives. They explore Lego's search for sustainable materials, emphasizing engineering challenges and the need for scalable solutions. The chapter also highlights investment opportunities, demand for alternative materials, and potential of circular economy and waste management in advancing sustainability goals.
14:07

Podcast summary created with Snipd AI

Quick takeaways

  • Achieving circularity for companies is dependent on their supply chain and material, with aluminum being highly recyclable and able to displace plastics, while industries reliant on plastics face challenges in finding alternatives.
  • The Lego case highlights the complexity of sustainability efforts and the need for diverse solutions, with hurdles including operational changes, engineering challenges, and scalability, requiring incentivizing economic viability and pursuing alternative materials.

Deep dives

Achieving Circularity in Companies

Companies vary in their ability to achieve circularity, depending on the supply chain and material. Some materials, like aluminum, have high recyclability, allowing for the displacement of plastics. However, for industries reliant on plastics, finding alternatives is more challenging. Challenges include the malleability of plastics and the cost of implementing new recycling processes. Achieving circularity may require government incentives and a diverse portfolio of approaches.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode