UBS On-Air: Market Moves
Sustainable Investing Perspectives with Nikita Singhal (Lazard) and Amantia Muhedini (UBS CIO)
Aug 29, 2023
Amantia Muhedini and Nikita Singhal discuss the implications of the Nature Restoration Law in Europe, the impact on the agricultural industry, and the scope of the Corporate Sustainability Reporting Directive. They also explore the challenges of biodiversity data reporting and the importance of bottom-up research in ESG analysis.
16:19
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Quick takeaways
- The European Union's Nature Restoration Law requiring 20% of degraded ecosystems to be restored by 2030 has significant implications for investors, particularly in the agricultural sector.
- The Corporate Sustainability Reporting Directive (CSRD) sets common reporting rules for ESG data, impacting a substantial portion of global companies and extending reporting requirements beyond the EU borders.
Deep dives
Implications of the European Union's Nature Restoration Law
The podcast episode discusses the European Union's Nature Restoration Law, which requires 20% of degraded ecosystems in the continent to be restored by 2030. This legislative action reflects the EU's commitment to decarbonization and protecting the environment. The law has significant implications for investors globally, especially in the agricultural space. Currently, about 60 to 70% of EU soils are considered unhealthy, posing risks to agriculture and food production. Achieving the restoration target will require significant investment in restructuring and reallocating resources in the food production system. It also presents opportunities in precision agriculture, renewable energy, data providers, and alternative protein consumption.
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